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Claude Paul Duet

Asset Planning Services Inc

Covington, LA

CRD 4332316

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Employer firm

Asset Planning Services Inc CRD 104715

$366M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Asset Planning Services Inc

509 W. 21St Avenue, Covington, LA 70433 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2006-05-02
TX RA APPROVED_RES 2006-05-02
  • LA RA
    APPROVED
    Since 2006-05-02
  • TX RA
    APPROVED_RES
    Since 2006-05-02

Branch Locations

509 W. 21St Avenue, Covington, LA 70433 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Asset Planning Services, Inc. Covington LA 06/1979 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-31
  • S65 Uniform Investment Adviser Law Examination
    2016-03-31

View on SEC IAPD

Nearby Firms

PELICAN ADVISORY LLC
EDWARD JONES
LPL FINANCIAL LLC

Nearby Investors

MATTHEW EDWIN GREENE
Gabriel Martin
Jack Branch

Nearby Offices

PELICAN ADVISORY LLC · COVINGTON, LA
EDWARD JONES · COVINGTON, LA
LPL FINANCIAL LLC · COVINGTON, LA

More in Covington, LA

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