RIA Intelligence

FINANCIAL DESIGN, INC.

CRD #104174 SEC #801-62619 BATON ROUGE, LA 255-766-1935
SEC Registered Broker-Dealer
Total AUM
$54.5M
Discretionary
$52.8M
Employees
--
Clients
0
Accounts
271

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 1, 2001
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PALMISANO, DENISE MARIEIVICE PRESIDENT / COMPLIANCE OFFICERNA Control
PALMISANO, DENISE MARIEIVICE PRESIDENT / COMPLIANCE OFFICERNA Control
PALMISANO, DENISE MARIEIVICE PRESIDENT / COMPLIANCE OFFICERNA Control
PREJEAN, CARY ANDREWIPRESIDENT/CFO/CCOE Control
PREJEAN, CARY ANDREWIPRESIDENT/CFO/CCOE Control
PREJEAN, CARY ANDREWIPRESIDENT/CFO/CCOE Control

Registrations

Federal

IA
Nov 1, 2001 REGISTERED

Notice Filings (5)

FL IA LA MS TX

Address

8048 ONE CALAIS AVENUE SUITE B
BATON ROUGE, LA 70809
USA
Phone: 255-766-1935