Raymond Panquerne
Raymond Panquerne is a CFP-designated registered investment advisor at Level Four Advisory Services, based in Baton Rouge, LA, with 17 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
Location
4600 Sherwood Commons Blvd., 201, Baton Rouge, LA, 70816
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 ActivitiesSells Insurance
Raymond is an insurance agent with Level Four Insurance Agency, spending about a quarter of his time researching, recommending, and servicing life insurance and annuities. He is also a 50% partner and manager in Tekton Properties, a real estate investment venture, dedicating minimal time to paying taxes, insurance, loans, and rental income.
Employment History
Current Registrations
Signal Advisors Wealth, LLC
Previous Registrations
Level Four Advisory Services
Cfg Advisors LLC
USAA Financial Planning Services
Chase Investment Services CORP.
State Registrations1 state
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.