Unclaimed
Angela Crist Avant is a financial advisor registered with Cetera Investment Advisers LLC. Angela has over 25 years of experience in the financial services industry. Her areas of expertise include financial planning, portfolio management, and pension consulting. Angela also provides educational seminars to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
LA
08/10/2022 - Present
Cetera Investment Advisers LLC (COVINGTON LA)
LA
09/09/2016 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (COVINGTON LA)
LA
03/22/2016 - 09/19/2016
LPL FINANCIAL LLC (MANDEVILLE LA)
LA
01/02/2015 - 03/23/2016
CAPITAL ONE INVESTING, LLC (MANDEVILLE LA)
LA
05/31/2008 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MANDEVILLE LA)
LA
03/13/1998 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (MANDEVILLE LA)
LA
07/03/1997 - 03/17/1998
SISUNG SECURITIES CORPORATION (NEW ORLEANS LA)
IA
Issued 2/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/6/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Angela Avant is the right advisor for you? Invested Better is here to help.