WORLD TREE FINANCIAL, LLC

LAFAYETTE, Louisiana·2 registered advisors·CRD# 151663
SEC# 801-70736337-504-2918
01

Firm Overview

AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Other: FEES MAY BE NEGOTIABLE
03

Specialties

Investment ManagementWealth Management
04

Advisors at WORLD TREE FINANCIAL, LLC

2 registered advisors
Priscilla Eleanor Gilmore
LAFAYETTE, Louisiana
Wesley Kyle Perkins
LAFAYETTE, Louisiana
05

Office Locations

LAFAYETTE, Louisiana
2 advisors

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Data sourced from SEC Form ADV filings. WORLD TREE FINANCIAL, LLC (CRD# 151663) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.