Fast, Free &Confidential.

Paladin: Investor Services Since 2003

Professional Profile for Chad Olivier

Back

Chad Olivier

Baton Rouge, LA, 70809

Telephone: [225] 757-9484

MEMBER:

Visit My Website

Email This Professional

Download My Profile

Email Profile to Friend

My Business Philosophy

Chad Olivier and The Olivier Group, LLC strive to uphold:
Values: The Olivier Group will always act in the best interest of the client and hold itself to a standard of doing what is right based on traditional morals of caring, hard work, and devotion.
Trust: We want clients to feel a sense of relief and satisfaction in their relationship with us.
Personalization: We will never grow too big to know each of our clients by providing individualized attention and knowing their specific goals.

My Education (Chad Olivier)

My degrees or years of college are:

• Northeast Louisiana University: Graduated Cum Laude, B.B.A. in Finance, Minor in Economics

Financial Services

I have the following years of financial services experience:

• 13

I hold the following financial services industry certifications or designations:

• CFP® (Certified Financial Planner)

I currently hold the following active securities licenses:

• Series 7 - Sell any type of security, mutual fund, or variable annuity

• Series 24 - Supervisor for Series 6s and 7s

• Series 63 - Sell securities across state lines

• Series 52, Series 31, Insurance License

My CRD or IARD number is:

• 2718127

My financial registration and fiduciary status is:

• I am a Registered Investment Advisor

• I am not an Investment Advisor Representative

My compliance department requires the following disclosure:

• Chad is an Investment Advisor Representative with and securities/financial planning are offered through LPL Financial, Member FINRA/SIPC.

You can view my compliance record for financial services and products by going to www.finra.org and entering my CRD or IARD number. If no record appears, go to my state's securities commissioner website and enter the same number:

• http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm

I provide the following planning services:

• Financial Planning

• Retirement Planning

• Charitable Planning

• Investment Strategy

• Current Plan Reviews

I provide the following types of non-discretionary investment advice and services:

• Investment Strategy & Policy

• Asset Allocation

• Money Manager Selection

• Active

• Passive

• Risk Management

• Performance Measurement

• Tax Efficient Strategies

• Current Portfolio Reviews

I provide the following investment products:

• Mutual funds

• Exchange Traded Funds

• Securities

• Hedge funds

• Equity Real Estate

My minimum asset requirement for investment advisory or money management services is:

• $250,000

My minimum net worth requirement for planning services is:

• $100,000

My primary professional association memberships include:

• Board Member of Baton Rouge's Financial Planning Association

• Member of the Baton Rouge Estate and Planning Council

• Member of the Finance Committee for the Country Club of Louisiana

Business Practices (All Professionals)

My methods of compensation are:

• Asset-based fee (Percent of assets)

• Fixed fee

• Commission (Investment products)

• Commission (Insurance products)

I provide services to remote clients over the telephone and Internet

I provide the following types of information services:

• Online consumer education

• Monthly reports

• Quarterly reports

• Annual reports

• Market Letters

• Newsletters

I generally respond to client calls or emails:

• The same business day (If call or email is received in the AM)

Certification:

I certify all of the information in this professional profile is complete, accurate, and up-to-date.

Professional: Chad Olivier

Most Recent Update: November 14, 2008

FindFinancialAdvisors.com is a companion service of PaladinRegistry.com. Like Paladin Registry, FindFinancialAdvisors connects investors to financial advisors, financial planners, Stock Brokers, and Insurance Agents.

Financial professionals in our directory provide the following types of services: financial planning, retirement planning, college planning, investment advice, financial services, mutual funds and securities. They also provide life insurance, annuities, tax planning, and tax preparation.