Prior to joining Bentley and Company in 2007, I received my Bachelor’s of Science degree in Business Administration from Northwestern State University. I was a member of Theta Chi Fraternity while there. I currently hold a Series 7, 66 and Life and Annuity licensed along with being securities registered in the following states: Alabama, Arizona, California, Florida, Louisiana, Missouri, Mississippi, North Carolina, New Jersey, Mississippi, Pennsylvania, South Carolina, Texas, Virginia, and Washington.With over a decade of experience in the financial services industry, I work closely with my clients to develop meaningful relationships that last. I offer a broad range of financial services – by evaluating risk in portfolios, setting up education savings plans, working with clients to plan for retirement, along with implementing various life insurance strategies based on client’s needs.In my spare time, I am U.S. National Olympic Distance Triathlete, U.S. National Aquathlete, and a member of Team USA for world competitions in age group Aquathlon. I am an alumni of Comeaux High School, Northwestern State University, and Lafayette Concert Bands playing clarinet.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Bentley & Co Wealth Management
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CeoBentley & Co Wealth Management Jan 2015 - PresentLafayette, Louisiana Area
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Financial AdvisorBentley & Co Wealth Management Jan 2007 - PresentLafayette, Louisiana AreaFounded in 1996 in Lafayette, LA, Bentley and Company Investments is dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide, retirement goal planning, extensive research on the products we recommend and unbiased opinions that are designed to achieve long term investment results.We are able to achieve this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan. Your unique financial plan must reflect the stage of life you are in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect your personal and or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure that you are comfortable with moving forward with those goalsWe recognize that everyone's economic and life situation is unique. Through the use of our Envision process allows us to design a custom tailored financial plan to fit you. We look to match you with the right financial products and services to achieve retirement goals and financial independence.
Carlo Bentley Aifa® Ppc ® Skills
Carlo Bentley Aifa® Ppc ® Education Details
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Business Administration And Management, General -
Diploma
Frequently Asked Questions about Carlo Bentley Aifa® Ppc ®
What company does Carlo Bentley Aifa® Ppc ® work for?
Carlo Bentley Aifa® Ppc ® works for Bentley & Co Wealth Management
What is Carlo Bentley Aifa® Ppc ®'s role at the current company?
Carlo Bentley Aifa® Ppc ®'s current role is Financial Advisor at Bentley & Co Wealth Management and Team USA Athlete.
What schools did Carlo Bentley Aifa® Ppc ® attend?
Carlo Bentley Aifa® Ppc ® attended Northwestern State University, O. Comeaux High School.
What skills is Carlo Bentley Aifa® Ppc ® known for?
Carlo Bentley Aifa® Ppc ® has skills like Financial Advisory, Strategic Planning, Independent Financial Advice, Sales, Retirement Planning, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Customer Service, Small Business Retirement Planning.
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