Professional Financial Guidance

 

We offer fee-based and commission based portfolio management, as well as retirement planning, financial planning, and more.

2400 Forsythe Avenue, Monroe, Louisiana 71201
Inside Origin Bank Building on the first floor

Experience

 

TREY D. CURTIS, CFP®

Vice President, Argent Advisors
October 2011 - Present

Financial Advisor at Raymond James & Associates, Inc 
January 2003 - September 2011 (8 years 9 months)

Financial Advisor at Raymond James Financial Services at Progressive Bank 
June 2000 - September 2011 (11 years 4 months)

 

Education

 

TREY D. CURTIS, CFP®

Louisiana Tech University
Accounting, Accounting , Finance, 1989 - 1991

Minden High School 1985 - 1987


 

Argent Staff

Trey Curtis, CFP®

Vice President

Shannon Mercer

Financial Advisor Assistant

The Investment Experience You're Looking For

Trey D. Curtis

Trey D. Curtis, CFP®

tcurtis@argentadvisors.com
318-807-4541
Argent Advisors, Inc

Brocker Check

 

 


 

 

 

Services

  • Fee-Based & Commission Based Portfolio Management
  • Distribution Strategies Specialists
  • Retirement Planning
  • Financial Planning
  • Stocks
  • Bonds
  • ETFs
  • Annuities
  • Insurance

 

 

 

 

 

 

Argent Advisors, Inc. | 2400 Forsythe Avenue, Monroe, Louisiana 71201 | 318-807-4541

Site by NMY

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (memberFINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Additional investment advice offered through Argent Advisors, Inc., a registered investment advisor and separate entity from LPL Financial. Argent Trust Company and Argent Investing Services are not not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Argent Investing Services, and may also be employees of Argent Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Argent Trust Company, Argent Advisors, Inc., or Argent Investing Services. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with the website 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.