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RG

Ronald L. Gagnet

HTB WEALTH ADVISORS
Baton Rouge, LA 70809
Some features on this profile are disabled
CRD#: 7881868
RG

Professional summary

Ronald Louis Gagnet, who also goes by Ronaldrgag L Gagnet, Ronnie Gagnet, is a registered financial advisor currently at HTB WEALTH ADVISORS, LLC located in Baton Rouge, Louisiana.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ronald has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ronaldrgag L Gagnet | Ronnie Gagnet

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Louis Gagnet'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®
None

Experience

Current

April 26, 2024 - Present

HTB WEALTH ADVISORS, LLC

Office #1: 2322 Tremont Drive, Baton Rouge, LA 70809
RIA
CRD#: 330312
Baton Rouge, LA

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
(4/26/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/18/2023
Uniform Investment Adviser Law Examination

Current Firm

HW
HTB WEALTH ADVISORS, LLC
HTB WEALTH ADVISORS, LLC

CRD#: 330312 / SEC#:

Louisiana
Registered Investment Advisory firm - (4/26/2024 Approved)
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Contact information

Main Address
2322 Tremont Drive, Baton Rouge, LA 70809
Mailing Address
Phone number
(225) 928-4770
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts20
AUM (Assets Under Management)$ 24,312,665

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HTB WEALTH ADVISORS, LLC

CRD#: 330312Baton Rouge, LA 70809

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