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Albert Judson

Advisor at Copper Financial

Updated today

Location

Zachary, LA 70761

Credentials

Series 66

Industry experience

8 years

About

Albert Judson is a financial advisor at Copper Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Advisers, Judson Financial Agency, Allstate Insurance, Edward Jones, Pelican State Credit Union, and Primerica Financial Services. Copper Financial primarily serves credit union members and offers financial planning, discretionary portfolio management through approved third-party managers, an in-house asset allocation managed portfolio, and an online guided investing program, along with brokerage and insurance products.

Client services

Based on Copper Financial

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops
Fees from third-party managers to whom we refer business

Expertise

Based on Copper Financial

Retirement income strategy Long-term care insurance Income planning

Occupation focus

Based on Copper Financial

Retired

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Fee options

Fixed

In limited situations, financial plans may be prepared for a flat fee; maximum financial planning fee $5,000.

Commissions

Brokerage commissions apply to brokerage services; specific amounts not stated in brochure.

Project-based

Financial planning fees generally $250 per hour, negotiable.

Other

Fee-only: Financial planning fees generally $250 per hour, negotiable; maximum fee $5,000 per financial plan; may offer reduced or no charge in some cases.

Location

1804 Church Street

Zachary, LA 70761

Most active in

Louisiana · Texas

Work history

Copper Financial Network, LLC

2025 - Present (1 year)

Cetera

2024 - 2025 (1 year)

Cetera Investment Services Llc

2024 - 2025 (1 year)

Judson Financial Agency, LLC

2021 - 2025 (4 years)

Allstate Insurance Co

2019 - 2024 (5 years)

Edward Jones

2017 - 2019 (2 years)

Pelican State Credit Union

2014 - 2017 (3 years)

Primerica Financial Services

2009 - 2017 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael P

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Matthew W

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Saint Francisville, LA

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Christophe L

Series 63, Series 65

Saint Francisville, LA

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Christophe Levasseur is a financial advisor at Cane Capital Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KG&L Capital Management LLC and Charles Schwab & Co., Inc. Outside of his advisory role, he is a member of Three Rivers Consulting Group, LLC, which advises landowners on mineral leasing activities. Cane Capital Partners, LLC provides investment advisory services to individuals, pension and profit-sharing plans, and business entities. The firm uses fundamental and cyclical analysis to guide portfolio construction and employs active derivatives strategies, including options overlays and tax-management techniques, to manage client portfolios.

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Steven M

Series 63, Series 65

Saint Francisville, LA

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Options & derivatives strategies Real estate investing Active portfolio management Founder/Business Owner
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