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Brittany Nichole Roaden

SPINOSA WEALTH MANAGEMENT GROUP, LLC·MANDEVILLE, Louisiana
Unclaimed Profile
4565 LASALLE STREET, MANDEVILLE, LA 70471CRD# 5686603Firm CRD# 170903
01

About

Brittany Nichole Roaden is a registered financial advisor based in MANDEVILLE, Louisiana, affiliated with SPINOSA WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SPINOSA WEALTH MANAGEMENT GROUP, LLC
SPINOSA WEALTH MANAGEMENT GROUP
AUM
$128M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SPINOSA WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5686603
Firm CRD# 170903
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brittany Nichole Roaden offer?
Brittany Nichole Roaden specializes in Financial Planning, Investment Management. Contact their office in MANDEVILLE, Louisiana for a consultation.
What are Brittany Nichole Roaden's credentials?
Brittany Nichole Roaden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brittany Nichole Roaden located?
Brittany Nichole Roaden is based in MANDEVILLE, Louisiana, working with SPINOSA WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the MANDEVILLE metropolitan area and surrounding communities.
How does Brittany Nichole Roaden charge for services?
Brittany Nichole Roaden's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPINOSA WEALTH MANAGEMENT GROUP, LLC?
SPINOSA WEALTH MANAGEMENT GROUP, LLC has approximately 3 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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