Mark A. Avant

Mark A. Avant Email and Phone Number

Founder and Investment Advisor Representative of Avant Capital, LLC a Registered Investment Advisor @ Avant Capital, LLC
lafayette, louisiana, united states
Mark A. Avant's Location
Lafayette, Louisiana, United States, United States
Mark A. Avant's Contact Details
About Mark A. Avant

The Founder of Avant Capital, LLC, Mark provides personalized investment advisory, investment management, wealth management, employer-sponsored retirement plan, insurance planning, retirement planning, and college funding services. Mark became an independent advisor after two decades as investment advisor representative, insurance agent, and registered representative at New York Life Insurance Company. Years of studying, research, planning, industry experience, and face-to-face interaction with investors of all types over the past 20 years led to him opening the doors to his own firm with great confidence and gratitude. Mark founded Avant Capital, LLC, a Registered Investment Advisor, in January, 2014.Mark prides himself on building his business on the referrals of highly satisfied clients and for his long-term client relationships, many of whom have worked with him for nearly two decades. Mark feels there is no greater compliment than a client referring a friend or loved one to him for advice. Prior to his career in the financial services industry, Mark worked side by side with his father in their family-owned retail jewelry business in Lafayette, LA. as a co-owner and gemologist. It was during this time that he learned the challenges and rewards of owning and managing a small business. His father taught him by example about the power of hard work, dedication, honesty, and integrity in both business and personal life. He learned at a very young age the value of a dollar earned and the importance of having a financial plan and managing it correctly. This experience was the foundation for his dedicated and passionate career in the financial services industry.

Mark A. Avant's Current Company Details
Avant Capital, LLC

Avant Capital, Llc

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Founder and Investment Advisor Representative of Avant Capital, LLC a Registered Investment Advisor
lafayette, louisiana, united states
Employees:
3
Mark A. Avant Work Experience Details
  • Avant Capital, Llc
    Founder And Investment Advisor Representative
    Avant Capital, Llc Jan 2014 - Present
    Lafayette, Louisiana Area
    Every service Mark provides is based on a planning process that focuses on building financial success from the ground up. Starting with the basics—such as an emergency fund—he works together with each client to to grow and protect wealth. This is accomplished through careful planning based upon specific needs and goals, while taking into consideration the client's current financial situation, time horizon, and risk tolerance. An Investment Advisor Representative of Avant Capital, LLC, Mark… Show more Every service Mark provides is based on a planning process that focuses on building financial success from the ground up. Starting with the basics—such as an emergency fund—he works together with each client to to grow and protect wealth. This is accomplished through careful planning based upon specific needs and goals, while taking into consideration the client's current financial situation, time horizon, and risk tolerance. An Investment Advisor Representative of Avant Capital, LLC, Mark provides the following services:• Investment Advising and Investment Management • Wealth Management • Insurance Planning (including Life, Disability, and Long Term Care Insurance)• Retirement Planning• College Funding • Employer-Sponsored Retirement Plans Show less
  • New York Life Insurance Company
    Investment Advisor Representative
    New York Life Insurance Company Aug 1994 - Jan 2014
    Mark provided insurance planning and investment management services at New York Life from 1994 to 2014. Throughout his career with the firm, he was recognized as a leader in life insurance, long term care (LTC), and disability sales, and he was a multiyear qualifier for the Million Dollar Round Table (MDRT). He also achieved Council status for 18 of his 20 years with the firm, and in 2013, his final year at New York Life, he achieved Chairman’s Council status, the highest of all Council levels.… Show more Mark provided insurance planning and investment management services at New York Life from 1994 to 2014. Throughout his career with the firm, he was recognized as a leader in life insurance, long term care (LTC), and disability sales, and he was a multiyear qualifier for the Million Dollar Round Table (MDRT). He also achieved Council status for 18 of his 20 years with the firm, and in 2013, his final year at New York Life, he achieved Chairman’s Council status, the highest of all Council levels. By the end of 2013, Mark held more than $40 million in assets under management and earned the trust of a considerable client base that has remained with him over the years. Show less

Mark A. Avant Skills

Retirement Planning Retirement Fixed Annuities Wealth Management Financial Services Investment Management Insurance Financial Planning Life Insurance Disability Insurance Financial Planners Long Term Care Insurance Risk Management Iras Employee Sponsored Retirement Plans Strategic Financial Planning 401k Rollovers College Funding Strategies Roth Ira

Mark A. Avant Education Details

  • Notre Dame High School
    Notre Dame High School

Frequently Asked Questions about Mark A. Avant

What company does Mark A. Avant work for?

Mark A. Avant works for Avant Capital, Llc

What is Mark A. Avant's role at the current company?

Mark A. Avant's current role is Founder and Investment Advisor Representative of Avant Capital, LLC a Registered Investment Advisor.

What is Mark A. Avant's email address?

Mark A. Avant's email address is ma****@****llc.com

What is Mark A. Avant's direct phone number?

Mark A. Avant's direct phone number is +133784*****

What schools did Mark A. Avant attend?

Mark A. Avant attended Notre Dame High School.

What skills is Mark A. Avant known for?

Mark A. Avant has skills like Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Financial Services, Investment Management, Insurance, Financial Planning, Life Insurance, Disability Insurance, Financial Planners, Long Term Care Insurance.

Who are Mark A. Avant's colleagues?

Mark A. Avant's colleagues are Lisa Avant.

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