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, Series 65
Experience Industry experience
32 years
Location
Hammond, LA 70403
BFC PLANNING, Inc.
Multi-team
Chris Mcelhannon is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities Management & Research, Inc. and American National Insurance Company since 1994. Outside of his advisory role, he is president and owner of McElhannon Agency Company, Inc. and owns a branch of TWFG multi-line insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.
Based on BFC PLANNING, Inc.
Based on BFC PLANNING, Inc.
Fixed fees for financial planning services generally range from $100 to $15,000; flat annual fees for ongoing planning services.
$0+: up to 2.5% annually $0+: up to 1.5% annually (Held Away Account Management)
Commissions on insurance and brokerage products if implemented through affiliated broker-dealers; may be offset against advisory fees.
$150 to $400 per hour for financial planning and consulting services.
Account minimum: $25,000 Fee-only: Financial planning hourly fees $150 to $400 per hour; fixed fees $100 to $15,000; flat annual fees for ongoing planning services.
Hammond, LA
1206 J W Davis Drive, Suite 110
Hammond LA 70403
Advisors at this office
1
Louisiana
32 years of industry experience
Securities Management & Research, Inc.
1994 - Present • 32 years
Hammond, LA
American National Ins. Co.
1994 - Present • 32 years
Hammond, 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.
Is not active or affiliated with:
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Ponchatoula, LA
Silver Oak Securities, Incorporated
Joanna Slade is a CFP® and Series 63 licensed financial advisor with 31 years of industry experience. She is currently with Silver Oak Securities, Incorporated and previously worked at Lincoln Financial Securities Corporation for 16 years. Outside of her advisory role, she operates Slade Tax Services, LLC, providing tax preparation and bookkeeping services, and holds memberships in the Financial Planning Association and the Louisiana Restaurant Association. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, and financial planning, delivering investment advice mainly on a discretionary basis tailored to clients’ objectives and risk tolerances.
Series 63, Series 65
Hammond, LA
Guardian Life
Christopher Jackler is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company, and previously spent four years at PPG Industries. Outside of his advisory role, he owns The Physician's Guild, LLC, which connects physicians with potential student loan grant opportunities through a website filtering system. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and business consulting. The firm utilizes proprietary and third-party investment strategies across various platforms, managing approximately $15 billion in assets with a combination of discretionary and non-discretionary account management.
Series 66
Hammond, LA
Prime Capital Financial
Gerrod Galliano is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 designation and has worked at several firms including AE Wealth Management and Minnesota Life Insurance Co. Galliano is also involved with Burns Estate Planning, where he serves as an insurance agent. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, which provides tax planning and bill-pay services.
Series 66
Hammond, LA
Prime Capital Financial
Jon Gwatney Jr. is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Burns Wealth Advisors. He is also involved with Burns Estate Planning in an insurance agent capacity. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies including discretionary and non-discretionary management, core/satellite allocations, and sub-advisory arrangements, while also providing tax advisory and consolidated reporting services through affiliated entities.
Series 66
Hammond, LA
Prime Capital Financial
Timothy Dahlberg is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill. Outside of his advisory role, Dahlberg is also an insurance agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, managing accounts through a variety of investment strategies and specialized platforms.
CFP®, Series 66
Hammond, LA
Prime Capital Financial
Christian Clausen is a financial advisor at Prime Capital Financial with 16 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes Burns Wealth Advisors and Ae Wealth Management LLC, and he is also involved with Burns Estate Planning, where he has provided insurance services since 2016. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, providing tax planning and bill-pay services.
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