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Brandy Fontenot

Advisor at LPL Financial

Updated today

Location

Ville Platte, LA 70586

Credentials

Series 66

Industry experience

8 years

About

Brandy Fontenot is a financial advisor with LPL Financial and Mayeux Wealth Partners, holding a Series 66 designation and bringing eight years of industry experience. She operates out of Ville Platte, Louisiana. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

1301 W Lasalle St

Ville Platte, LA 70586

Most active in

Florida · Louisiana · Texas

Work history

Mayeux Wealth Partners

2013 - Present (13 years)

LPL FINANCIAL

2013 - Present (13 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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Scott P

Series 66

Opelousas, LA

Advisory Services Network

Scott Peyton is a financial advisor with Advisory Services Network holding the Series 66 designation and two years of industry experience. He previously worked at Cornerstone Advisors LLC and Actus Wealth Strategies, among other firms. Outside of his advisory role, he serves on the board of the Opelousas Museum and Interpretive Center and is involved in a family LLC focused on advocacy for sexual abuse survivors. He also owns a collectibles resale business on eBay. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Mark B

Series 66

Ville Platte, LA

Eagle Strategies (NY Life)

Mark Buller is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 35 years of industry experience and has been with NYLIFE Securities Inc. since 1990. Outside of his advisory role, Buller serves on several local boards, including Cabot Corporation of Ville Platte and Ville Platte Medical Center, and is actively involved with Sacred Heart Catholic School through fundraising and leadership positions. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios, operating as a fiduciary for retirement clients and coordinating investment advice with affiliated insurance and broker-dealer entities.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Jonathan L

ChFC®, Series 63, Series 65

Opelousas, LA

SPC

Jonathan Lewis is a financial advisor at SPC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Parkland Securities, LLC, Sigma Planning Corporation, and Acadiana Insurance Agency Inc. Outside of his advisory work, he serves as a minister for a local church and occasionally speaks at church functions. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary arrangements tailored to client needs.

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive

Tracey J

Series 66

Opelousas, LA

Edward Jones

Tracey Joubert is a Series 66 licensed financial advisor with Edward Jones, based in Opelousas, LA. She has two years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive Young Professionals

Peter S

Series 63

Ville Platte, LA

Edward Jones

Peter Strawitz III is a financial advisor with Edward Jones in Ville Platte, LA, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network along with affiliated capabilities such as a trust company and securities-based lending.

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Thomas B

Series 66

Opelousas, LA

J.P. Morgan Securities

Thomas Banks is a financial advisor at J.P. Morgan Securities with a Series 66 designation and 27 years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 1999 and with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

Wealth management Executive Founder/Business Owner
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