Lamar
Villere
St. Denis J. Villere & Co., LLC
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About this Advisor
Lamar Villere is a chartered financial analyst who works in New Orleans, Louisiana who has 8 years of industry experience. Villere is currently employed by St. Denis J. Villere & Co., LLC. Their career trajectory has included roles at Tennessee Consolidated Retirement System and St. Denis J. Villere & Co., LLC. Villere maintains a Series 63 license, certifying them as a securities representative, and is able to work in Louisiana and Texas. St. Denis J. Villere & Co., LLC is a financial advisory company that has its headquarters in New Orleans, LA. It administers $2 billion in assets under management among its 594 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 32 charitable organizations. Of its 594 client accounts, 64% belong to high-net-worth individuals who have greater than $1 million in assets. St. Denis J. Villere & Co., LLC offers a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial management fee schedules are based on which services the firm provides the client. Fee types charged by St. Denis J. Villere & Co., LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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St. Denis J. Villere & Co., LLC Brokerage Details
$1,673,206,759
4
594
$2,816,846
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Lamar Villere Work History
Lamar has been registered as a financial advisor for 8 years.*
St. Denis J. Villere & Co., LLC
Tennessee Consolidated Retirement System
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lamar Villere 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 St. Denis J. Villere & Co., LLC
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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