Advisor at Marcantel Wealth Management
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Firm
Marcantel Wealth Management
Location
Lafayette, LA
Credentials
Series 65
Industry experience
5 years
Justin Marcantel is a financial advisor at Marcantel Wealth Management in Lafayette, LA, holding a Series 65 designation with five years of industry experience. He has worked at PFS Investments Inc. since 2018 and Primerica Financial Services since 2017. Prior to his financial services career, he was employed at the University of Louisiana at Lafayette from 2012 to 2017. Marcantel Wealth Management provides investment advisory and portfolio management services to individual clients and legal entities, focusing on low-cost index funds and passive strategies. The firm employs a long-term, passive investment approach based on Vanguard research, emphasizing low costs, broad diversification, and tax-aware asset allocation, with options for active, value-oriented strategies upon request.
Based on Marcantel Wealth Management
1% per annum
Minimum fee: $20 per quarter minimum fee
Lafayette, LA
Louisiana
PFS Investments inc
2018 - Present (8 years)
Primerica Financial services
2017 - Present (9 years)
University Of Louisiana At Lafayette
2012 - 2017 (5 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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