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
27 years
Location
Noble, LA 71462
Mass Mutual Investors Services
Institution
Barbara Sepulvado is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 27 years of industry experience. Her prior work includes 15 years at MetLife Securities before joining Mass Mutual in 2016. She also operates an outside insurance business selling life, accident, and health insurance through Blue Cross Blue Shield. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved software and models to analyze client goals.
Based on Mass Mutual Investors Services
Based on Mass Mutual Investors Services
Commissions on securities and insurance products sold; commissions vary by product
Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived
Noble, LA
18200 Highway 191
Noble LA 71462
Advisors at this office
1
Louisiana · Texas
27 years of industry experience
Mass Mutual Investors Services
2017 - Present • 9 years
Noble, LA
Massmutual Life Insurance Co
2016 - Present • 10 years
Noble, LA
MetLife Securities
2002 - 2017 • 15 years
Shreveport, 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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
CFP®, Series 66
Many, LA
Edward Jones
Hannah Savell is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she had brief roles at Downhome Designs and a period of unemployment in 2017. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Series 66
Many, LA
Edward Jones
William Adams II is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience and previously spent ten years at Northwestern State University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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