Kathy Easley
Kathy Easley is a registered investment advisor at Argent Advisors, INC., based in Ruston, LA, with 30 years of industry experience. Kathy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,499 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.70% |
Rates shown are for Standard Portfolio Management. Other programs have different schedules, such as Dynamic Asset Models at 1.25% to 1.50% plus a $20/month operations fee, and Passive Portfolios at a flat 0.50%. Fees are negotiable.
Fee Estimator
Location
500 East Reynolds Drive, Ruston, LA, 71270
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2004Other Business Activities
Kathy is a registered investment advisor and account administrator with Argent Advisors, Inc. since 2011. She also has a DBA, Argent Investing Services, since 2012.
Employment History
Current Registrations
Argent Advisors, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Uvest Financial Services Group, INC.Broker
Regal Securities, INC.Broker
Samco Financial Services, INC.Broker
Argent Investment Services, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Byron Moore, CFPArgent Advisors, INC.
- Michael JonesArgent Advisors, INC.
- Matthew Moore, CFPArgent Advisors, INC.
- William Smith, CFP, ChFCRaymond James & Associates, INC.