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Financial ADVSR advisor directory · SEC adviser records

Capital South Wealth Management, LLC financial advisors in Baton Rouge, LA

Every SEC-registered investment adviser representative at a Capital South Wealth Management, LLC office in Baton Rouge, A to Z.

The short answer

4 registered advisors work at Capital South Wealth Management, LLC in Baton Rouge, out of 4 at the firm nationwide; it ranks number 30 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Capital South Wealth Management, LLC advisors in Baton Rouge, A to Z

Every Capital South Wealth Management, LLC advisor →

Capital South Wealth Management, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Baton Rouge

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LPL Financial LLC 55Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Cetera Investment Advisers LLC 35Edward Jones 32J.P. Morgan Securities LLC 31Morgan Stanley 30Raymond James & Associates, Inc. 30Ameriprise Financial Services, LLC 29LPL Enterprise, LLC 18Pfs Investments Inc. 14State Farm Investment Management Corp. 14Valic Financial Advisors, Inc. 14

Questions

How many financial advisors does Capital South Wealth Management, LLC have in Baton Rouge?

4 investment adviser representatives are registered at Capital South Wealth Management, LLC offices in Baton Rouge, Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Capital South Wealth Management, LLC one of the largest advisor employers in Baton Rouge?

Capital South Wealth Management, LLC ranks number 30 in Baton Rouge by registered advisors; LPL Financial LLC has the most, with 55.

How do I check a Capital South Wealth Management, LLC advisor in Baton Rouge?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Capital South Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.