Advisor.investments is an SEC-registered RIA firm headquartered in Baton Rouge, Louisiana, serving affluent individuals and families. Although we are open to working with qualified individuals from many backgrounds, over the years, we have assisted employees from numerous corporations such as ExxonMobil, ChevronTexaco, Total S.A., Shell Oil, Entergy, Energy XXI, XTO, and state retirees. Advisory Services through Advisor.Investments a (DBA) for Diversified Investment Strategies, LLC • An SEC Registered Investment Advisor Insurance Services through Advisor.Investments
| Website | http://www.advisor.investments/ |
| Revenue | $1 million |
| Employees | 4 (3 on RocketReach) |
| Founded | 2005 |
| Address | 11939 Bricksome Ave, Baton Rouge, Louisiana 70816, US |
| Phone | +1 866-748-0687 |
| Fax | (225) 292-0006 |
| Technologies | |
| Industry | Investment Management, Brokerage, Finance |
| Keywords | Wealth Management, Financial Advisor, Investment Management, Portfolio Management, Retirement Planning, Estate Planning, Financial Planning, Investment Advisory, Wealth Planning, Asset Management, Tax Planning, Risk Management, Insurance Planning, Investment Strategies, Financial Consulting, Retirement Solutions, Affluent Clients, High Net Worth, Family Office Services, Securities |
| Competitors | J.P. Morgan, Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, Merrill Lynch, Edward Jones, BlackRock, Raymond James, T. Rowe Price +46 more (view full list) |
| SIC | SIC Code 621 Companies, SIC Code 6211 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
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Advisor.Investments Questions
The Advisor.Investments annual revenue was $1 million in 2026.
Shane Haag is the Co Owner of Advisor.Investments.
3 people are employed at Advisor.Investments.
Advisor.Investments is based in Baton Rouge, Louisiana.
The NAICS codes for Advisor.Investments are [523, 52].
The SIC codes for Advisor.Investments are [621, 6211, 62].
Top Advisor.Investments Employees
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Shane Haag
Co Owner at Advisor.Investments
Baton Rouge, LA, US24 -
Shantelle Palermo
Enrolled Agent at Advisor.Investments
Walker, LA, US13
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