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
5 years
Location
Zackary, LA
Equitable Advisors
Institution
Ciara Gibbs is a financial advisor with Equitable Advisors holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Equitable Advisors in 2020, she held roles with Waitr, the Chamber of Commerce, and was involved with both the Boy Scouts and Girl Scouts councils. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models and discretionary managers, utilizing a range of investment products and third-party advisory platforms.
Based on Equitable Advisors
Based on Equitable Advisors
Financial planning fixed fees range from $250 to $25,000.
$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable
Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.
Zackary, LA
Zackary LA
Advisors at this office
1
Louisiana · Texas
5 years of industry experience
Equitable Advisors, LLC
2020 - Present • 6 years
New York, NY
Waitr
2020 - 2020 • 1 year
Alexandria, LA
Chamber of Commerce
2020 - 2020 • 1 year
Natchitoches, LA
Istrouma Area Council - Boy Scouts of America
2019 - 2019 • 1 year
Clinton, LA
Louisiana East Council - Girl Scouts
2018 - 2018 • 1 year
St. Francisville, LA
Northwestern State University
2017 - 2020 • 3 years
Natchitoches, LA
Istrouma Area Council - Boy Scouts of America
2017 - 2017 • 1 year
Clinton, LA
Northwestern State University
2016 - 2020 • 4 years
Natichitoches, LA
Sonic Drive In
2016 - 2020 • 4 years
Zachary, 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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, Series 65
Greenwell Springs, LA
Integrity Wealth Management, Inc
Michael Patton is a CFP® with 19 years of experience and the sole advisor at Integrity Wealth Management, Inc. in Greenwell Springs, LA, where he has worked since 2007. He contributes as an editor to Investment Advisor Magazine and writes regularly as a columnist for Forbes.com. Integrity Wealth Management serves affluent and high-net-worth individuals, including business owners, corporate executives, medical professionals, and retirees, providing comprehensive financial planning and discretionary portfolio management. The firm tailors investment advice using a combination of passive and active strategies focused on tax efficiency and risk management.
Series 65
Baton Rouge, LA
Senior Advisory Group, LLC
Shane Earle is a financial advisor with Senior Advisory Group, LLC in Baton Rouge, LA, holding a Series 65 credential and 18 years of industry experience. He has been with Senior Advisory Group since 2007 and also serves as president of S.E. Earle Management, Inc., an insurance services business he has operated since 2000. Senior Advisory Group, LLC provides personalized financial planning and coordinates investment management through third-party money managers, primarily serving individuals and high-net-worth clients. The firm does not act as a custodian or directly manage client assets but tailors investment strategies to client objectives and operates referral arrangements with sub-advisors.
Series 65
Saint Francisville, LA
Cane Capital Partners, LLC
Matthew Word is a financial advisor at Cane Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Bardwell Homes, Triad Electric and Controls, and Louisiana State University-University Laboratory, among other roles. Cane Capital Partners, LLC provides investment advisory services to individuals, pension and profit-sharing plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis alongside active use of derivatives and external manager arrangements to implement options overlays and risk management strategies.
Series 63, Series 65
Saint Francisville, LA
Cane Capital Partners, LLC
Christophe Levasseur is a financial advisor at Cane Capital Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at KG&L Capital Management LLC and Charles Schwab. Outside of his advisory role, he is involved in mineral lease consulting through Three Rivers Consulting Group, LLC. Cane Capital Partners provides investment supervisory services and financial planning to individuals, high-net-worth clients, and corporate entities. The firm offers both discretionary and non-discretionary portfolio management, utilizing fundamental and cyclical analysis, options strategies, and tax management techniques.
Series 65
Denham Springs, LA
Valley Oak Investment Strategies LLC
Emily Johnson is a financial advisor at Valley Oak Investment Strategies LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Valley Oak Financial PLLC, APEX CPA's and Consultants, Hannis T Bourgeois, and William D Mercer, CPA. Valley Oak Investment Strategies provides financial planning, consulting, investment management, and retirement plan consulting to a diverse client base including business owners, individuals, families, corporations, charities, and pension/profit-sharing plans. The firm emphasizes tax planning for business owners and utilizes third-party model portfolios and platforms such as the Altruist Model Marketplace to implement customized investment strategies.
Series 63, Series 65
Saint Francisville, LA
Cane Capital Partners, LLC
Michael Word is a financial advisor at Cane Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including KG&L Capital Management, Frontier Solutions, Summit Financial Wealth Advisors, and Vere Asset Management. Outside of advisory roles, he holds partial ownership interests in a home health agency, storage rental business, and several real estate and land management ventures. Cane Capital Partners, LLC provides investment advisory services to individuals, pension plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis, active derivatives strategies, and external manager arrangements to guide investment decisions.
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