701 Poydras St., Suite 3100, New Orleans, LA, 70139
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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 →Bryan is the President of the CFA Society of Louisiana, a non-profit organization dedicated to promoting ethics and education in the investment profession. He spends minimal time in this role, which involves coordinating events, managing sponsorships, and handling administrative tasks.