Advisor at Marcantel Wealth Management
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Firm
Marcantel Wealth Management
Location
Lafayette, LA
Credentials
Series 65
Industry experience
1 year
Tyler Leblanc is a financial advisor at Marcantel Wealth Management in Lafayette, LA, holding a Series 65 designation with one year of industry experience. He has been associated with Na since 2014. Marcantel Wealth Management provides investment advisory and portfolio management services to individual clients and legal entities, focusing primarily on low-cost index funds and passive strategies with an emphasis on tax-aware asset allocation and long-term investment horizons. The firm serves around 128 clients with two advisors and offers tailored active strategies upon request.
Based on Marcantel Wealth Management
1% per annum
Minimum fee: $20 per quarter minimum fee
Lafayette, LA
Louisiana
Na
2014 - Present (12 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 63, Series 66
Lafayette, LA
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Series 63, Series 65
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Meche and Associates LLC
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