Best Investors Account Sign in
Inactive

Mark Milton

Argent Retirement Plan Advisors, LLC

New Orleans, LA

New Orleans, LA

CRD 4650763

Claim This Profile
Employer firm

Argent Retirement Plan Advisors, LLC CRD 165031

$683M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Argent Retirement Plan Advisors, Llc

201 St. Charles Ave. Suite 2420, New Orleans, LA 70170 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2018-08-08
  • LA RA
    APPROVED
    Since 2018-08-08

Branch Locations

201 St. Charles Avenue, Suite 2420, New Orleans, LA 70170 • United States

201 St. Charles Ave. Suite 2420, New Orleans, LA 70170 • 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
Argent Institutional Services, Llc Ruston LA 04/2018 Present
Iberia Bank New Orleans LA 05/2016 03/2018
  • 04/2018 → Present
    Argent Institutional Services, Llc
    Ruston, LA
  • 05/2016 → 03/2018
    Iberia Bank
    New Orleans, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-08
  • S65 Uniform Investment Adviser Law Examination
    2018-08-08

View on SEC IAPD

Nearby Firms

MONTZ HARCUS WEALTH MANAGEMENT
BEACON POINTE ADVISORS, LLC
EDWARD JONES

Nearby Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane

Nearby Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA

More in New Orleans, LA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor