Todd
Gautreaux

Harger And Company, Inc

CRD#5089359
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Todd Gautreaux is a financial advisor based in Baton Rouge, Louisiana, working with Harger And Company, Inc. Todd has previously held positions at Capital One, N.A, Capital One Investment Services Corporation, Capital One Sharebuilder, Inc, Sharebuilder 401K, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Red River Bank, Lpl Financial LLC, Harger And Company, Inc, and Capital One Investments, LLC. Todd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana. Currently, Todd is part of Harger And Company, Inc, which operates out of Baton Rouge, Louisiana. The firm has 3 employees and manages assets totaling $101.9 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Harger And Company, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

8048 One Calais Ave Suite D
Baton Rouge, LA 70809

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Harger And Company, Inc Brokerage Details

Total Assets Under Management

$101,861,032

LA Average: $486,181,852
Total Number of Employees

3

LA Average: 13
Total Number of Accounts

440

LA Average: 722
Average Account Size

$231,502

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Todd Gautreaux Work History

2020 - Present (4 years)

Harger And Company, Inc

2020 - 2020 (< 1 year)

Lpl Financial LLC

2015 - 2015 (< 1 year)

Capital One Sharebuilder, Inc

2015 - 2015 (< 1 year)

Sharebuilder 401K

2015 - 2020 (5 years)

Cetera Investment Services LLC

2015 - 2020 (5 years)

Cetera Investment Advisers LLC

2015 - 2020 (5 years)

Red River Bank

2008 - 2015 (7 years)

Capital One Investment Services Corporation

2006 - 2015 (9 years)

Capital One, N.A

2006 - 2015 (9 years)

Capital One Investments, LLC

Disclosures

Please visit the SEC profile of Todd Gautreaux 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 Harger And Company, Inc

Christopher Dowden
Baton Rouge, LA
Todd Gautreaux
Baton Rouge, LA
Matthew Harger
Baton Rouge, LA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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