Lana Roark Dauterive

Employer firm

Parish Investment Advisors LLC CRD 284770

$88.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 01/2021
  Iberia Bank
  Lafayette, LA
• 07/2016 → 01/2021
  Infinex Investments, Inc.
  Lafayette, LA
• 01/2021 → 04/2021
  First Horizon Advisors
  Lafayette, LA
• 05/2021 → Present
  Parish Investment Adviosrs
  Lafayette, LA

Other Businesses

I am a managing member of Parish Rentals LLC, an investment related real estate business in UT. I am active management of a single residential property. I collect rent and maintain property through outside vendors. I devote 1 hour a month to this business and 0 hours during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-05

Other Names

• Lana Roark
• Lana Brianne Roark