Patricia Besselman-Main is a CFP-designated registered investment advisor, based in Metairie, LA, with 21 years of industry experience.
Location
754 Papworth Ave, Metairie, LA, 70005
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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
Patricia owns PBMain Properties, a duplex rental property, and spends minimal time managing it. She also owns Besselman & Associates DBA Besselman Wealth Planners, an insurance agency, where she addresses client's insurance needs and manages office operations, taking more than full-time hours. Patricia also owns LAS Main Rental LLC, a single family residential rental house, and spends minimal time on it.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations16 states
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