JM
Justin W. Mailhes
ARGENT ADVISORS
Monroe, LA 71201
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CRD#: 6625553
JM
Professional summary
Justin Wray Mailhes, CFP® is a registered financial advisor currently at ARGENT ADVISORS, INC. located in Monroe, Louisiana.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Justin has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Since July 2014 has worked as a trust officer at Argent Trust Company, an investment related trust company, located at 1609 Stubbs Ave. Monroe, LA 71201. Duties include, pulling trust account for the advisor to look at and pulling a weekly cash report. Approximately 10 hours per month is devoted to this entity, 8 hours during security trading hours. 2) Since February 2016 has worked as the Chief Compliance Officer at Heritage Capital Management, an investment related RIA, located at 1609 Stubbs Ave. Monroe, LA 71201. Duties include, gathering of material for quarterly investment meeting and other compliance related tasks. Approximately 5 hours per month is devoted to this entity, 2 hours during security trading hours. 3) Independent Insurance Agent; not investment-related; started 12/2019; approximately 5 hours per month, 2 during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Wray Mailhes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
September 3, 2016 - Present
ARGENT ADVISORS, INC.
Office #1: 1609 Stubbs Avenue, Monroe, LA 71201RIA
CRD#: 112028
Monroe, LA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
ARGENT ADVISORS, INC.
ARGENT ADVISORS, INC. | ARGENT FINANCIAL GROUP, INC. | ARGENT CAPITAL MANAGEMENT, INC.
CRD#: 112028 / SEC#: 801-60187
RIA
Registered Investment Advisory firm - (4/6/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(9/3/2016)
IAR
Texas(10/26/2020)
Exams
Current Firm
AA
ARGENT ADVISORS, INC.
ARGENT ADVISORS, INC. | ARGENT FINANCIAL GROUP, INC. | ARGENT CAPITAL MANAGEMENT, INC.
CRD#: 112028 / SEC#: 801-60187
RIA
Registered Investment Advisory firm - (4/6/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1609 Stubbs Avenue, Monroe, LA 71201
Mailing Address
Phone number
(318) 324-8000
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,582 |
| AUM (Assets Under Management) | $ 1,461,903,002 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/20/2025 | ||
| 01/27/2025 | ||
| 03/27/2024 | ||
| 02/23/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ARGENT ADVISORS, INC.
CRD#: 112028Monroe, LA 71201TRUST BUT VERIFY
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