Advisor at Argent Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Argent Advisors, Inc.
Location
Ruston, LA 71270
Credentials
CFP®, Series 63
Industry experience
20 years
Financial planning and consulting fixed fees generally range from $1,000 to $5,000 depending on scope
$0 - $500,000: 1.25% (Standard Portfolio Management) $500,001 - $1,000,000: 1.00% (Standard Portfolio Management) $1,000,001 - $2,000,000: 0.90% (Standard Portfolio Management) $2,000,001+: 0.70% (Standard Portfolio Management) $0 - $1,000,000: 1.50% (Dynamic Asset Models and Prime Dynamic) $1,000,001+: 1.25% (Dynamic Asset Models and Prime Dynamic) $0 - $10,000,000: 0.20% (Public Funds Management) $10,000,001 - $20,000,000: 0.175% (Public Funds Management) $20,000,001 - $25,000,000: 0.15% (Public Funds Management) $25,000,001+: Negotiated (Public Funds Management) $0 - $500,000: 1.00% (American Funds – Active Portfolio) $500,001 - $1,000,000: 0.90% (American Funds – Active Portfolio) $1,000,001 - $2,000,000: 0.80% (American Funds – Active Portfolio) $2,000,001+: 0.50% (American Funds – Active Portfolio) $0+: 0.50% (Passive Portfolio)
Clients can purchase investment products through LPL Financial Corporation on a commission basis; commissions vary
Financial planning and consulting services generally $150 per hour
Account minimum: $350 annual minimum fee for accounts custodied at Argent Trust Company (ATC), negotiable and may be waived or reduced at Registrant's discretion Minimum fee: Generally an annual minimum fee of $350 for accounts custodied at ATC; may be waived or reduced Fee-only: Financial planning and consulting fees negotiable; generally $150 per hour or $1,000 to $5,000 fixed fee
Argent Trust
2010 - Present (16 years)
Argent Insurance Servcies, Llc
2006 - Present (20 years)
Argent Advisors, Fka Argent Capital Management
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Ruston, LA
Edward Jones
Series 66
Ruston, LA
Edward Jones
Series 63
Ruston, LA
Edward Jones
Series 66
Ruston, LA
Edward Jones
Series 66
Ruston, LA
Merrill
Maxie Causey is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2004. He focuses on providing tailored financial strategies to clients with sophisticated needs, helping them address a range of objectives including legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income. Maxie works closely with clients to understand their individual priorities and develop thoughtful approaches to wealth management that consider multiple goals such as income generation, wealth transfer, long-term care planning, strategic lending, and business monetization. Maxie earned both his bachelor's degree and MBA from Louisiana Tech University, graduating Magna Cum Laude and participating as a four-year letter-winner in football. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Drawing on his athletic background, he values teamwork and resilience, qualities he incorporates into his advisory practice. Maxie is active in his church, where he leads a small group, and he volunteers by coaching his son's athletic teams. He also enjoys spending time with his family, playing golf, and supporting his daughter at singing competitions.
Series 65
Ruston, LA
Oakwater Financial
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