About
I am an Investment Advisor Representative of FPLCM. A SEC-Registered Fee-Only RIA based out of Metairie, LA. Our firm currently manages over $700 million in clients assets in over 40 states.
Firm Information
FirmFPLCM
PositionDirector
Agency Typeria
Firm CRD#117499
About Firm
FPLCM is a flat fee, fee-only, SEC-registered investment advisor serving investors nationwide since 1997. FPL Capital currently manages over $700 million client assets in over 40 states.
Firm Location
Professional Details
Advisor CRD#5611570
Fiduciary Yes — acts in your best interest
CompensationFee-Only • Flat Fee
Designations
Licenses
Investment Information
Assets Under Management$700
Practice Focus
Specialties
- Employee Benefit Plans / 401(k) 100%
Preferred Client Type
- High Net-Worth Individuals 30%
- Medical Doctors 20%
- Pension and Profit Sharing Plans 20%
- Dentists 10%
- Law Firms 10%
- Corporations and Other Business Entities 3%
- Engineers 3%
- Other 4%
About Me
Community Involvement