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Dean Stephen Mailhes

ARGENT ADVISORS, INC.·MONROE, Louisiana
Series 6, Series 63Clean record20 years registeredARGENT ADVISORS, INC.
1609 STUBBS AVENUE, MONROE, LA 71201CRD# 3260678Firm CRD# 112028

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dean Stephen Mailhes · MONROE, LA
Registration
CRD #3260678 · ARGENT ADVISORS, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

HERITAGE CAPITAL MANAGEMENT, INC.
Oct 2010present
Jun 2006present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · June 8, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARGENT ADVISORS, INC.
CRD 112028 · SEC 801-60187
AUM
$1.4B
Regulatory assets under management
Employees
29
2,432 client accounts
Services offered by ARGENT ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Dean Stephen Mailhes offer?
Dean Stephen Mailhes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MONROE, Louisiana for a consultation.
What are Dean Stephen Mailhes's credentials?
Dean Stephen Mailhes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dean Stephen Mailhes located?
Dean Stephen Mailhes is based in MONROE, Louisiana, working with ARGENT ADVISORS, INC.. Their office serves clients in the MONROE metropolitan area and surrounding communities.
How does Dean Stephen Mailhes charge for services?
Dean Stephen Mailhes'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 ARGENT ADVISORS, INC.?
ARGENT ADVISORS, INC. has approximately 29 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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