Trey Curtis is a CFP-designated registered investment advisor at Argent Advisors, INC., based in Monroe, LA, with 28 years of industry experience. Trey 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
1609 Stubbs Avenue, Monroe, LA, 71201
Get directionsHistory
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 Activities
Trey is a trust officer at Argent Trust since 2011, dedicating minimal time. He is also a registered investment advisor with Argent Advisors, Inc., spending about a quarter of his time.
Employment History
Current Registrations
Argent Advisors, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Lm Financial Partners, INC.Broker
Icba Financial Services CorporationBroker
Amsouth Investment Services, INC.Broker
Invest Financial CorporationBroker
Pruco Securities CorporationBroker
Charles Schwab & CO., INC.Broker
Signal Securities, INC.Broker
State Registrations9 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
- Justin Mailhes, CFPArgent Advisors, INC.
- Angela Benson, CFPEdward Jones
- Dean Mailhes, CFAHeritage Capital Management, INC.
- Nicholas Trappey, CFPThirtynorth Investments, LLC
- Paulen Luttgeharm, ChFCState Farm Investment Management CORP.
- Mark Mcneely, CFPLPL Financial LLC