Unclaimed Profile

Lisa Lorraine Avant

AVANT CAPITAL, LLC·LAFAYETTE, Louisiana

Clean recordAVANT CAPITAL, LLC

500 RICHLAND AVENUE, LAFAYETTE, LA 70508CRD# 3216690Firm CRD# 167961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Lorraine Avant · LAFAYETTE, LA

Registration

CRD #3216690 · AVANT CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Lorraine Avant is a registered financial advisor based in LAFAYETTE, Louisiana, affiliated with AVANT CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

AVANT CAPITAL, LLC

AUM

$126M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AVANT CAPITAL, LLC →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 3216690

Firm CRD# 167961

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Lorraine Avant offer?

Lisa Lorraine Avant specializes in Investment Management. Contact their office in LAFAYETTE, Louisiana for a consultation.

What are Lisa Lorraine Avant's credentials?

Lisa Lorraine Avant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Lorraine Avant located?

Lisa Lorraine Avant is based in LAFAYETTE, Louisiana, working with AVANT CAPITAL, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.

How does Lisa Lorraine Avant charge for services?

Lisa Lorraine Avant's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVANT CAPITAL, LLC?

AVANT CAPITAL, LLC has approximately 4 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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