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Alexis Hart Carrasquel

Advisor at LPL Financial — Zachary, LA E Plains Port Hudson Rd

Updated today

Credentials

Series 66

Experience

1 year

Location

Zachary, LA 70791-6106

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Alexis Carrasquel is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Alexis has been associated with Gladstone Wealth Partners and Bon Vue Wealth Management. Outside of finance, Alexis has been involved with the East Baton Rouge Public Library and local schools in Zachary, Louisiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Zachary, LA E Plains Port Hudson Rd

1496 E Plains Port Hudson Rd

Zachary LA 70791-6106

Advisors at this office

1

Most active in

Louisiana · Virginia

Work history

1 year of industry experience

Gladstone Wealth Partners

2026 - Present • 1 year

Zachary, LA

Bon Vue Wealth Managment - DBA FOR LPL

2024 - Present • 2 years

Zachary, LA

East Baton Rouge Public Library - Zachary Branch

2023 - Present • 3 years

Zachary, LA

Zachary Community Schools - Rollins Place Elementary School

2022 - 2024 • 2 years

Zachary, LA

East Baton Rouge Parish Library - Zachary Branch

2021 - 2022 • 1 year

Zachary, LA

East Baton Rouge Parish Schools - Belfair Montessori Magnet

2013 - 2022 • 9 years

Baton Rouge, LA

East Baton Rouge Parish Library - Zachary Branch

2010 - 2018 • 8 years

Zachary, LA

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

CFP®, Series 63, Series 65

Greenwell Springs, LA

Integrity Wealth Management, Inc

Michael Patton is a CFP® with 19 years of experience and the sole advisor at Integrity Wealth Management, Inc. in Greenwell Springs, LA, where he has worked since 2007. He contributes as an editor to Investment Advisor Magazine and writes regularly as a columnist for Forbes.com. Integrity Wealth Management serves affluent and high-net-worth individuals, including business owners, corporate executives, medical professionals, and retirees, providing comprehensive financial planning and discretionary portfolio management. The firm tailors investment advice using a combination of passive and active strategies focused on tax efficiency and risk management.

Wealth management Tax-loss harvesting Active portfolio management Executive Founder/Business Owner Doctor or Medical Professional Retired
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Shane E

Series 65

Baton Rouge, LA

Senior Advisory Group, LLC

Shane Earle is a financial advisor with Senior Advisory Group, LLC in Baton Rouge, LA, holding a Series 65 credential and 18 years of industry experience. He has been with Senior Advisory Group since 2007 and also serves as president of S.E. Earle Management, Inc., an insurance services business he has operated since 2000. Senior Advisory Group, LLC provides personalized financial planning and coordinates investment management through third-party money managers, primarily serving individuals and high-net-worth clients. The firm does not act as a custodian or directly manage client assets but tailors investment strategies to client objectives and operates referral arrangements with sub-advisors.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Matthew W

Series 65

Saint Francisville, LA

Cane Capital Partners, LLC

Matthew Word is a financial advisor at Cane Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Bardwell Homes, Triad Electric and Controls, and Louisiana State University-University Laboratory, among other roles. Cane Capital Partners, LLC provides investment advisory services to individuals, pension and profit-sharing plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis alongside active use of derivatives and external manager arrangements to implement options overlays and risk management strategies.

Options & derivatives strategies Tax-loss harvesting Real estate investing Executive Founder/Business Owner
user avatar

Christophe L

Series 63, Series 65

Saint Francisville, LA

Cane Capital Partners, LLC

Christophe Levasseur is a financial advisor at Cane Capital Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at KG&L Capital Management LLC and Charles Schwab. Outside of his advisory role, he is involved in mineral lease consulting through Three Rivers Consulting Group, LLC. Cane Capital Partners provides investment supervisory services and financial planning to individuals, high-net-worth clients, and corporate entities. The firm offers both discretionary and non-discretionary portfolio management, utilizing fundamental and cyclical analysis, options strategies, and tax management techniques.

Options & derivatives strategies Tax-loss harvesting Real estate investing Executive Founder/Business Owner
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Michael W

Series 63, Series 65

Saint Francisville, LA

Cane Capital Partners, LLC

Michael Word is a financial advisor at Cane Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including KG&L Capital Management, Frontier Solutions, Summit Financial Wealth Advisors, and Vere Asset Management. Outside of advisory roles, he holds partial ownership interests in a home health agency, storage rental business, and several real estate and land management ventures. Cane Capital Partners, LLC provides investment advisory services to individuals, pension plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis, active derivatives strategies, and external manager arrangements to guide investment decisions.

Options & derivatives strategies Tax-loss harvesting Real estate investing Executive Founder/Business Owner
user avatar

Andrew S

Series 65

Saint Francisville, LA

KG Capital Management, LLC

Andrew Sessions is a financial advisor with KG Capital Management, LLC, holding a Series 65 designation and beginning his industry career in 2026. Prior to joining KG Capital Management, he worked with the Fellowship of Christian Athletes and Wellspire Financial Group. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients by providing portfolio management, financial planning, retirement plan services, and ERISA plan consulting. The firm uses fundamental and cyclical analysis with strategies that include active trading tools and offers both discretionary and non-discretionary management options.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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