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Chad Olivier, CFP®

The Olivier Group, LLC

4609 Bluebonnet Blvd.
Suite A

Baton Rouge, LA 70809
(225) 7579484

Innovative Wealth Management

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

Firm Start Year

2002

No.of Employees

5-9

CRD#

2718127

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial Corporation

States Licensed in

AL, FL, LA, MS, NM, TX, GA, TN

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

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

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

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

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Commissions

Fee % Based on Assets

1%

Disclaimer

Securities and Financial Planning offered through LPL Financial Member FDIC/SIPC.