Gigi Lavergne
Gigi Lavergne is a registered investment advisor at Osaic Wealth, INC., based in Garland, TX, with 25 years of industry experience. Gigi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
675 Town Square Blvd, #200, Garland, TX, 75040
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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
Gigi is involved in several business activities, including networking, owning an insurance agency, tax preparation, and working as an agent for Tri Planning LLC, offering insurance and tax services. These activities take up a significant portion of Gigi's time, with the insurance agency taking about half her time and Tri Planning taking nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Laradorbecker Securities CorporationBroker
The (wilson) Williams Financial GroupBroker
Northstar Securities, INC.Broker
State Registrations2 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.