Mark
Avant
Avant Capital, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Mark Avant is a financial advisor who works in Lafayette, Louisiana with 9 years of industry experience. Avant is currently employed by Avant Capital, LLC. During their career, the advisor has held roles at Nylife Securities Inc, Eagle Strategies LLC, Avant & Associates LLC, Avant Capital, LLC and L And M Avant Holdings, LLC. Avant has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Louisiana and Texas. Avant Capital, LLC is a financial advisory business operating out of Lafayette, LA. The firm has offices in two locations and just four employees. It manages $110 million in assets across its 300 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 300 client accounts, just 13% are associated with high-net-worth clients who have more than $1 million in investable assets. Avant Capital, LLC offers a few services, such as portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules vary depending on the services offered. However, fees billed by Avant Capital, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Avant Capital, LLC Brokerage Details
$109,511,408
4
300
$365,038
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Mark Avant Work History
Mark has been registered as a financial advisor for 9 years.*
L And M Avant Holdings, LLC
Avant Capital, LLC
Eagle Strategies LLC
Avant & Associates LLC
Nylife Securities Inc
*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 Mark Avant 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 Avant Capital, LLC
Lafayette, LA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
