Matthew
Larochelle
Bankplus Wealth Advisors
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About this Advisor
Matthew Larochelle is a financial advisor based in Jackson, Mississippi, working with Bankplus Wealth Advisors. Matthew has previously held positions at Dept. Of The Air Force, Americorps Vista, United States Coast Guard Reserve, Mississippi State University, First Command, First Command Financial Planning, Inc, First Command Advisory Services, Inc, First Command Insurance Services, Inc, Bankplus, and Bankplus Wealth Advisors. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Mississippi and Texas. Currently, Matthew is part of Bankplus Wealth Advisors, which operates out of Jackson, Mississippi. The firm has 18 employees and manages assets totaling $150.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Bankplus Wealth Advisors includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bankplus Wealth Advisors Brokerage Details
$150,505,704
18
570
$264,045
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Matthew Larochelle Work History
Bankplus
Bankplus Wealth Advisors
United States Coast Guard Reserve
Bankplus
First Command
First Command Financial Planning, Inc
First Command Advisory Services, Inc
First Command Insurance Services, Inc
Dept. Of The Air Force
Americorps Vista
Mississippi State University
Disclosures
Please visit the SEC profile of Matthew Larochelle 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 Bankplus Wealth Advisors
Jackson, MS
New Orleans, LA
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Jackson, MS
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Mobile, AL
Jackson, MS
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