Andrea
Romero
Second Line Capital, LLC
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About this Advisor
Andrea Romero is a financial advisor based in Metairie, Louisiana, working with Second Line Capital, LLC. Andrea has previously held positions at Edward Jones, Louisiana Entertainment Publications Dba Scene Magazine, Lpl Financial LLC, Advisor Resource Council, and Second Line Capital, LLC. Andrea has passed the Series 66 regulatory exam and is registered to provide services in Louisiana. Currently, Andrea is part of Second Line Capital, LLC, which operates out of Metairie, Louisiana. The firm has 3 offices and 17 employees. The firm manages assets totaling $402.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Second Line Capital, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Second Line Capital, LLC Brokerage Details
$402,132,214
17
1,911
$210,430
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Andrea Romero Work History
Second Line Capital, LLC
Lpl Financial LLC
Advisor Resource Council
Edward Jones
Louisiana Entertainment Publications Dba Scene Magazine
Disclosures
Please visit the SEC profile of Andrea Romero to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Second Line Capital, LLC
Metairie, LA
Metairie, LA
Metairie, LA
Metairie, LA
Metairie, LA
Folsom, LA
Metairie, LA
Metairie, LA
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