Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Covington has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Covington, Louisiana have an average of 25 years of experience.
Olivier Group
CFP®
Qualifications
Firm CRD# 13572
Series 7, 24, 31, 52, 63
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 72096 Ramos Avenue, Suite D Covington, LA, 70433 | $577,438,797 | 2656 | 17 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 510 N Jefferson Ave, Covington, LA, 70433-2640 | $466,197,031 | 403 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 509 W. 21st Avenue, Covington, LA, 70433 | $345,657,624 | 563 | 4 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 109867
Assets Under Management $577,438,797
No. Of Clients2656
Clients Per Financial Advisor156
BEAM WEALTH ADVISORS, INC. is a financial advisory firm situated in Covington, Louisiana. With a nearly $577M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2656 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 158200
Assets Under Management $466,197,031
No. Of Clients403
Clients Per Financial Advisor22
PARADIEM, LLC is a financial advisory firm situated in Covington, Louisiana. With a nearly $466M assets under management, the firm specializes in crafting personalized retirement planning solutions for 403 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104715
Assets Under Management $345,657,624
No. Of Clients563
Clients Per Financial Advisor141
ASSET PLANNING SERVICES INC is a financial advisory firm situated in Covington, Louisiana. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 563 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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