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Featured Business Financial Advisor in Baton Rouge, LA
Baton Rouge Financial Advisors
The Olivier Group, LLC
4609 Bluebonnet Blvd., Suite A
Baton Rouge, LA 70809
(225) 757-9484
“Innovative Wealth Management”
Advisor Profile
Chad Olivier, CFP®
Name:  Chad Olivier, CFP®
Phone Number:  (225) 757-9484
Website:  Visit Website
Disclaimer
Securities and Financial Planning offered through LPL Financial Member FDIC/SIPC.

About The Olivier Group, LLC

As a Baton Rouge boutique financial services firm, The Olivier Group, LLC specializes in comprehensive, wealth management and retirement planning for physicians, dentists, business owners, families, and retirees. Through our holistic team approach, we guide you through all aspects of financial planning, from proactive wealth management, to retirement planning, or preparing your estate. Under the direction of a CERTIFIED FINANCIAL PLANNER practitioner, our licensed team combines top notch service and comprehensive investment research to provide a quality experience for you. Our independence allows us to evaluate which particular investments are right for you, instead of trying to fit your situation to a certain product. Our team offers you services and recommendations based on our shared values of trust, responsibility, and desire to help others. Securities & Financial Planning offered through LPL Financial, Member FINRA/SIPC.
 

General Information

Gender:    Male
CRD#:    2718127
Firm CRD#:    6413
Name of Broker/Dealer:    LPL Financial Corporation
States Licensed in:    AL, FL, LA, MS, NM, TX, GA, TN
States Willing to do Business in:    Addis,Baker,Baton Rouge,Belle Rose,Brusly,Carville,Darrow,Denham Springs,Donaldsonville,Erwinville,French Settlement,Geismar,Glynn,Gonzales,Greenwell Springs,Grosse Tete,Lakeland,Livingston,Plaquemine,Port Allen,Prairieville,Pride,Rosedale,Rougon,Saint Amant,Saint Gabriel,Sorrento,Sunshine,Walker,White Castle,Zachary
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    15
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Education

Academic Background
 
BA, Finance with a minor in Economics - Northeast Louisiana University. Graduated Cum Laude.
 

Services

Investment Types:    Alternative Investments, Annuities, Mutual Funds, Insurance, Real Estate, Stocks, Bonds, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:    Via phone, At my office, At your home, At your office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 63, Series 31, Series 24, Series 52, Series 7
Insurance and Annuity Licenses:    Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life
Financial Organization Memberships:    Paladin Registry, Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Baton Rouge Estate and Planning Council
Finance Committee for the Country Club of Louisiana
 

Firm Information

Firm's Number of Clients:    200
Assets Managed by Firm:    $115 million
Advisor's Number of Clients:    200
Assets Managed by Advisor:    $115 million
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Hourly, Based on Assets, Flat Fee, Commissions
Fee % Based on Assets:    1%
 
 
 
Prepared By: Chad Olivier, CFP®

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