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Important Disclaimer

Disclaimer:

 

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

 

  1. We are registered as an Investment Advisor in:
    Louisiana (LA), Alabama (AL), Mississippi (MS) and Texas (TX)

Information on this site should not be interpreted as investment advice or services, or as a solicitation to buy or sell securities or other financial products.

 

We seek prudent opportunities and calculated risks to help
our clients grow and maintain their wealth.