COMMONWEALTH ADVISORS INC

BATON ROUGE, Louisiana·3 registered advisors·CRD# 106401

SEC# 801-39749225-343-9342

01

Firm Overview

AUM

$55M

Regulatory assets under management

Employees

3

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

03

Specialties

Investment Management Retirement Planning Wealth Management

04

Advisors at COMMONWEALTH ADVISORS INC

3 registered advisors

Lauri Noel Caldwell

BATON ROUGE, Louisiana

Walter Alexis Morales

BATON ROUGE, Louisiana

Willie Gerald Warrington

BATON ROUGE, Louisiana

05

Office Locations

BATON ROUGE, Louisiana

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Data sourced from SEC Form ADV filings. COMMONWEALTH ADVISORS INC (CRD# 106401) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.