Investment Research

Reggie joined the financial services industry in December 2004. He is a 2004 graduate of Louisiana College where he holds a Bachelor of Science degree in Business Administration.  He also maintains the Series 66 Investment Advisor examination. Reggie handles the trading for the firm and serves as the Investment Research and Support Specialist. In 2012 he became a CFA charter holder and member of the CFA Institute and CFA Society of Louisiana. He is presently an Investment Adviser Representative of the Registrant.