Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Delery is a financial advisor with over six years of experience in the financial services industry. Austin holds the Series 7 and SIE licenses and is a Certified Financial Planner™. Austin is registered with Carson Wealth Management, LLC as an Investment Advisory Representative. Austin also has a professional relationship with The Olivier Group, LLC, providing research and reporting for advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
LA
11/21/2023 - Present
CWM, LLC (Baton Rouge LA)
LA
12/12/2016 - 04/09/2019
LPL FINANCIAL LLC (BATON ROUGE LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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