Lyndon
Wilbert
Dent Wealth Advisors
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About this Advisor
Lyndon Wilbert is a financial advisor based in Baton Rouge, Louisiana, working with Dent Wealth Advisors. Lyndon has previously held positions at Brec, Porteous, Hainkel, And Johnson, Llp, Dent Wealth Advisors, and Full-Time Education. Lyndon has passed the Series 65 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Lyndon is part of Dent Wealth Advisors, which operates out of Baton Rouge, Louisiana. The firm has 5 employees and manages assets totaling $275.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Dent Wealth Advisors includes asset-based fees.
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Dent Wealth Advisors Brokerage Details
$275,831,015
5
541
$509,854
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lyndon Wilbert Work History
Dent Wealth Advisors
Dent Wealth Advisors
Dent Wealth Advisors
Porteous, Hainkel, And Johnson, Llp
Brec
Full-Time Education
Disclosures
Please visit the SEC profile of Lyndon Wilbert 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 Dent Wealth Advisors
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
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