Chad Olivier is a CFP-designated registered investment advisor, based in Baton Rouge, LA, with 29 years of industry experience.
Location
4609 Bluebonnet Blvd., Suite A, Baton Rouge, LA, 70809
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad is an investment advisory representative at CWM, LLC DBA Carson Group Partners, and president of The Olivier Group, LLC, spending full-time hours on each. He also sells fixed insurance products such as life, disability, annuities, and long-term care, and owns real estate rental properties.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Morgan Keegan & Company, INC.Broker
Olde Discount CorporationBroker
State Registrations5 states
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