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
Trey Curtis, CFP®
Vice President
Shannon Mercer
Financial Advisor Assistant