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Cary Joseph Amann

A-V CAPITAL MANAGEMENT, LLC·METAIRE, Louisiana
Series 7, Series 63, Series 65Clean record21 years registeredA-V CAPITAL MANAGEMENT, LLC
111 VETERANS BLVD., METAIRE, LA 70005CRD# 2571453Firm CRD# 142599

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cary Joseph Amann · METAIRE, LA
Registration
CRD #2571453 · A-V CAPITAL MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

A-V CAPITAL MANAGEMENT, LLC
Apr 2009 – present
MORGAN KEEGAN & COMPANY, INC.
Sep 2004 – Feb 2007
NEW ORLEANS, LA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · September 10, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
A-V CAPITAL MANAGEMENT, LLC
CRD 142599 · SEC 801-67385
AUM
$36M
Regulatory assets under management
Employees
1
135 client accounts
Services offered by A-V CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at A-V CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Cary Joseph Amann offer?
Cary Joseph Amann specializes in Investment Management, Wealth Management. Contact their office in METAIRE, Louisiana for a consultation.
What are Cary Joseph Amann's credentials?
Cary Joseph Amann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cary Joseph Amann located?
Cary Joseph Amann is based in METAIRE, Louisiana, working with A-V CAPITAL MANAGEMENT, LLC. Their office serves clients in the METAIRE metropolitan area and surrounding communities.
How does Cary Joseph Amann charge for services?
Cary Joseph Amann's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is A-V CAPITAL MANAGEMENT, LLC?
A-V CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at A-V CAPITAL MANAGEMENT, LLC

Lisa V. Amann
METAIRE, LA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Louisiana
NEW ORLEANS (87)BATON ROUGE (43)LAFAYETTE (28)METAIRIE (27)SHREVEPORT (18)MANDEVILLE (15)COVINGTON (12)MONROE (11)SAINT FRANCISVILLE (4)HAMMOND (4)
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Research
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