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Craig Roy

Advisor at LPL Enterprise — Deville, LA

Updated today

Credentials

Series 66

Experience

8 years

Location

Deville, LA

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,115

Across 865 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Craig Roy is a financial advisor at LPL Enterprise with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of his advisory role, he is involved with the Westside Habilitation Center. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, with additional services that include financial planning, trust custody, insurance products, and a collateralized lending program.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

Tax-loss harvesting

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Fee options

Fixed

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

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Deville, LA

Deville LA

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

8 years of industry experience

Westside Habilitation Center

2026 - Present • 1 year

Alexandria, LA

LPL Enterprise LLC

2026 - Present • 1 year

Baton Rouge, LA

Edward Jones

2017 - 2025 • 8 years

St Louis, MO

United States Post Office

2017 - 2017 • 1 year

Pineville, LA

Lowes

2017 - 2017 • 1 year

Pineville, LA

Heart of Louisiana Credit Union

2010 - 2017 • 7 years

Pineville, LA

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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Sandra W

Series 63, Series 66

Ball, LA

LPL Financial

Sandra Walsh is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 28 years of industry experience. She has worked at LPL Financial since 2020 and has prior experience with Red River Bank and Cetera. Walsh also operates Red River Investments Group, a DBA related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset managers, and institutional platforms.

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

Walter M

Series 66

Ball, LA

Edward Jones

Walter Myers Jr. is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Reinhart Foodservice for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar

Lance G

Series 63, Series 66

Ball, LA

J.P. Morgan Securities

Lance Griffith is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
user avatar

Jane M

Series 63, Series 65

Ball, LA

LPL Financial

Jane Mathews is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Cetera and Red River Bank. Jane is also involved with Red River Investments Group, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging advanced operational and research tools.

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

Joshua R

Series 66

Pineville, LA

Edward Jones

Joshua Riley is a Series 66 licensed financial advisor at Edward Jones in Pineville, LA, with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is a manager and member of R6, LLC, a limited liability company based in Pineville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy Business ownership considerations General estate planning guidance Inheritance planning Founder/Business Owner Religious/faith focused Values-based investing

John W

Series 63, Series 66

Pineville, LA

Edward Jones

John Wolf is a financial advisor with Edward Jones in Pineville, LA, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Wolf is the president and owner of Hurricane Motorsports Racing Team and serves as a color commentator for 446 Sports. He also officiates high school and college football games and volunteers as a junior high football assistant coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

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