Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
22 years
Location
New Iberia, LA
Raymond James & Associates
Institution
Amber Palumbo is a financial advisor with Raymond James & Associates in New Iberia, LA, holding a Series 63 designation and 22 years of industry experience. She has worked with various Raymond James entities since 2009. Outside of her advisory role, she is a spousal owner of a consulting business, Quality Management and Consulting. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Based on Raymond James & Associates
Based on Raymond James & Associates
Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.
Commissions earned by financial advisors as registered representatives for brokerage transactions.
Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.
Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.
New Iberia, LA
New Iberia LA
Advisors at this office
1
Louisiana
22 years of industry experience
Raymond James Financial Services
2024 - Present • 2 years
Lafayette, LA
Raymond James & Associates, INC
2023 - Present • 3 years
New Iberia, LA
Raymond James Financial Services Advisors Inc.
2009 - 2023 • 14 years
Lafayette, LA
Investment Partners of Acadiana
2009 - 2023 • 14 years
Lafayette, LA
Raymond james Financial Services, Inc
2009 - 2023 • 14 years
Lafayette, LA
Morgan Keegan & Company, LLC
2007 - 2009 • 2 years
Lafayette, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Youngsville, LA
Abney Wealth Partners
Jordan Abney is a financial advisor at Abney Wealth Partners with exposure to the industry beginning in 2022 through Abney Advisory Group and prior experience at Physicians Mutual Insurance Company from 2016 to 2022. He holds a Series 65 credential and is based in Youngsville, LA. Abney Wealth Partners is a state-registered investment adviser that offers financial planning, consulting, and portfolio management services to individuals, high-net-worth individuals, trusts, estates, and business entities. The firm emphasizes strategic asset allocation and fundamental analysis, using third-party sub-advisers and wrap-fee platforms to implement and monitor portfolios.
Series 66
Youngsville, LA
Capital Financial Planners, LLC
Amie Varnado is a financial advisor with Capital Financial Planners, LLC in Youngsville, LA, holding a Series 66 designation and 18 years of industry experience. She has worked at Capital Financial Planners since 2011 and previously at Edward Jones. Outside of advising, she is a half owner of an electrical service company operated by her spouse, dedicating a portion of her time to accounting and insurance sales. Capital Financial Planners provides financial planning and discretionary portfolio management to individuals and a limited number of institutional clients, managing approximately $29 million. The firm employs a primarily passive, asset-allocation-driven approach with regular account reviews and offers advice across tax, insurance, retirement, and estate planning.
Series 65
Youngsville, LA
SOW Advisors LLC
Bradley Ortego is a Series 65-licensed financial advisor with SOW Advisors LLC in Youngsville, LA, bringing one year of industry experience. His prior work includes roles at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. He maintains ownership interests in alternative investment entities such as Narrow Way Equity Partners. SOW Advisors LLC provides wealth management and financial planning services to individual and high-net-worth clients, utilizing a blend of quantitative models, fundamental and technical analysis, and Modern Portfolio Theory to construct diversified portfolios. The firm also offers project-based financial planning and educational seminars on investment and personal finance topics.
Series 65
Youngsville, LA
SOW Advisors LLC
Logan Bowers is a financial advisor at SOW Advisors LLC in Youngsville, Louisiana, with one year of industry experience and a Series 65 credential. He is also the managing member and owner of H&L Investments LLC, a real estate investment and private fund management business focused on multifamily, single-family, and mobile home park assets. SOW Advisors LLC provides wealth management and financial planning services to individual and high-net-worth clients, using a blend of quantitative models, fundamental and technical analysis, and Modern Portfolio Theory to create diversified portfolios that may include both passive and active strategies. The firm also offers educational seminars and advises on alternative investments and private funds.
Series 63, Series 65
Lafayette, LA
Avant Capital, LLC
Mark Avant is a financial advisor at Avant Capital, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Avant Capital since 2014. Avant is also the owner of L And M Avant Holdings, LLC, a commercial property management company. Avant Capital provides investment advisory and retirement plan services to individuals, high net worth clients, trusts, estates, and employer-sponsored plans. The firm offers discretionary, customized portfolio management focused on long-term strategies using low-cost mutual funds and ETFs, supplemented by individual stocks or bonds as appropriate.
Series 65
Youngsville, LA
Apex Capital Management, L.L.C.
Charles Duchamp is a financial advisor at Apex Capital Management, L.L.C. with 23 years of industry experience and holds a Series 65 designation. He has worked at Apex since 2002 and has operated his own accounting and tax services firm since 1991. Duchamp serves as president of his CPA firm, providing accounting and tax services to clients. Apex Capital Management is an SEC-registered advisory firm with four advisors managing approximately $225 million for about 332 clients. The firm offers personalized investment management, financial planning, retirement plan consulting, and annuity product management, using fundamental analysis and tailored strategies to meet client objectives and risk profiles.
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