Raymond
Panquerne
Level Four Advisory Services
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About this Advisor
Raymond Panquerne is a financial advisor based in Baton Rouge, Louisiana, working with Level Four Advisory Services. Raymond has previously held positions at Usaa Financial Planning Services, Cfg Advisors LLC, and Level Four Advisory Services. Raymond has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana and Texas. Currently, Raymond is part of Level Four Advisory Services, which operates out of Baton Rouge, Louisiana. The firm has 70 offices and 148 employees. The firm manages assets totaling $4.3 billion 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Level Four Advisory Services includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Level Four Advisory Services Brokerage Details
$4,329,749,207
148
11,667
$371,111
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Raymond Panquerne Work History
Level Four Advisory Services
Cfg Advisors LLC
Usaa Financial Planning Services
Disclosures
Please visit the SEC profile of Raymond Panquerne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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