Unclaimed Profile

Elizabeth Levasseur

KG&L CAPITAL MANAGEMENT, LLC·SAINT FRANCISVILLE, Louisiana

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 66Clean record23 years registeredKG&L CAPITAL MANAGEMENT, LLC

4782 PROSPERITY STREET, SAINT FRANCISVILLE, LA 70775CRD# 3272847Firm CRD# 164500

Profile Verification

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

Identity

Elizabeth Levasseur · SAINT FRANCISVILLE, LA

Registration

CRD #3272847 · KG&L CAPITAL MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KG&L CAPITAL MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – Oct 2021

SAINT FRANCISVILLE, LA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Oct 2004 – Oct 2009

KINGWOOD, TX

QUICK & REILLY, INC.

Dec 2002 – Oct 2004

PALM BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 66

Registration record

First registered · December 2, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KG&L CAPITAL MANAGEMENT, LLC

CRD 164500 · SEC 801-112461

AUM

$349M

Regulatory assets under management

Employees

1,175 client accounts

Services offered by KG&L CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KG&L CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Elizabeth Levasseur offer?

Elizabeth Levasseur specializes in Financial Planning, Investment Management, Wealth Management.

What are Elizabeth Levasseur's credentials?

Elizabeth Levasseur is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elizabeth Levasseur located?

Elizabeth Levasseur is based in SAINT FRANCISVILLE, Louisiana, last registered with KG&L CAPITAL MANAGEMENT, LLC.

How does Elizabeth Levasseur charge for services?

Elizabeth Levasseur's firm is compensated through percentage of aum, hourly charges, other: fees are negotiable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KG&L CAPITAL MANAGEMENT, LLC?

KG&L CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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