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Trey Curtis, CFP®

Vice President, Investment Advisor

CFP®
Chartered Life Underwriter
Chartered Financial Consultant
B.S. (Accounting), Louisiana Tech University

Trey has over a decade of experience as a financial Advisor serving the needs of clients in the Ouachita Parish market. He joined Argent in 2011 and continues to serve the wealth management needs of clients in Northeast Louisiana, particularly in Ouachita Parish.

A native of Minden, LA, Trey holds a Bachelor’s Degree in Accounting from Louisiana Tech University. He has comprehensive financial planning and insurance certifications including being a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter® and a Chartered Financial Consultant®.

In his time away from work, Trey enjoys spending time with his family, playing golf and fishing. Trey is a member of the West Monroe Civitan Club and the ARK-LA-TEX Chapter of Financial Planning.

 

 

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Argent is engaged, or continues to be engaged, to provide investment advisory services.

Monroe

1609 Stubbs Avenue, Monroe, LA 71201

(800) 757-7195

1609 Stubbs Avenue, Monroe, LA 71201

Provided Services

Wealth Management

Wealth Management

Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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Investment Management

Investment Management

Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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Latest News & Resources

Insights

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February 2023 This month's Retirement Times discusses the following: Offboarding Employees from Your 401(k) Plan Three Risk Considerations for Utilizing Retirement Assets Four Plan Design Features to Help You Attract and Retain Talent Participant Corner - The...

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The Morning View: February 3, 2023

Announced this morning, the economy added 517,000 jobs in January, much higher than expected and the previous month was revised higher. The Leisure and Hospitality industry was strong, adding 128,000 jobs, while the Motor Vehicle and Parts industry was relatively...

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