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Benjamin Whitney Stevens

Advisor at Cambridge Investment Research Advisors — Natchitoches, LA

Updated today

Credentials

Series 63, Series 65

Experience

22 years

Location

Natchitoches, LA 71457

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,195 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Benjamin Stevens is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 23 years at Linsco/Private Ledger Corp. Stevens also operates Stevens Financial LLC as a business entity for tax and investment purposes. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers various investment solutions with discretionary and non-discretionary options, proprietary and third-party strategies, and features designed to support advisors and clients alike.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Natchitoches, LA

611 Parkway Dr.

Natchitoches LA 71457

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

22 years of industry experience

Cambridge Investment Research Advisors, Inc.

2026 - Present • 1 year

Fairfield, IA

Cambridge Investment Research, Inc.

2026 - Present • 1 year

Fairfield, IA

Linsco/Private Ledger Corp.

2003 - 2026 • 23 years

Spofford, NH

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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Jimmy L

Series 65

Natchitoches, LA

Ignite Planners LLC

Jimmy Long Jr. is a Series 65-licensed advisor at Ignite Planners LLC with seven years of industry experience. His prior experience includes roles at Caitlin John, LLC, Armis Advisers, LLC, and Gradient Advisors LLC. Outside of his advisory work, he operates a law practice through Jimmy D. Long, Jr., LLC. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm provides discretionary asset management, financial planning, third-party manager referrals, and acts as adviser and sponsor to private funds, employing strategies that include volatility-responsive approaches, derivative overlays, and tax-efficient management.

Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting Wealth management
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David K

Series 63, Series 65

Natchitoches, LA

Kovack Advisors, Inc.

David Kees Sr. is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc., OSAIC, and Sunamerica Securities, Inc. Outside of his advisory work, he operates Kees Financial Services, where he sells fixed insurance products and provides employee benefits services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing both internal and third-party managers to construct and monitor client portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner

Aaron J

Series 66

Natchitoches, LA

Edward Jones

Aaron Johnson is a financial advisor with Edward Jones in Natchitoches, LA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a business related to real estate holdings from a grocery store he previously operated. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Inheritance planning Retired Founder/Business Owner Executive
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Felix P

Series 63, Series 66

Natchitoches, LA

Edward Jones

Felix Perot III is a financial advisor at Edward Jones in Natchitoches, LA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm operates a large nationwide network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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William A

Series 66

Natchitoches, LA

Edward Jones

William Adams is a Series 66 credentialed financial advisor with 15 years of experience at Edward Jones, where he has worked since 2011. He is based in Natchitoches, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tailored tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joseph C

CFP®, Series 63, Series 65

Natchitoches, LA

LPL Financial

Joseph Cunningham Jr. is a CFP®-designated financial advisor with 40 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he worked at Ameriprise Financial Services, Inc. for seven years and held roles at OSAIC Services, Inc. and Sunamerica Securities, Inc. He is involved in managing Cunningham Wealth Management Group and Cunningham Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, supported by a network of over 22,800 advisors and a broad platform that includes advisory, brokerage, insurance, and banking solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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