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Craig Roy

Advisor at LPL Enterprise

Updated today

Location

Deville, LA

Credentials

Series 66

Industry experience

8 years

About

Craig Roy is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Edward Jones and the Heart of Louisiana Credit Union. Outside of his advisory work, he is involved with the Westside Habilitation Center. LPL Enterprise provides investment advisory and brokerage services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to third-party asset management programs, and managed account options through its ModelWealth Portfolios.

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

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees for financial planning services as negotiated with the IAR.

Project-based

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

Other

Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.

Location

Deville, LA

Most active in

Louisiana · Texas

Work history

Westside Habilitation Center

2026 - Present (1 year)

LPL Enterprise LLC

2026 - Present (1 year)

Edward Jones

2017 - 2025 (8 years)

United States Post Office

2017 - 2017 (1 year)

Lowes

2017 - 2017 (1 year)

Heart of Louisiana Credit Union

2010 - 2017 (7 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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Sandra W

Series 63, Series 66

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Sandra Walsh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at LPL Financial since 2020 and concurrently serves at Red River Bank since 2009, with prior experience at Cetera and Cetera Investment Services. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and charities. The firm provides a range of investment solutions supported by an in-house research team and combines advisory operations with various non-advisory financial products.

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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
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Lance G

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Ball, LA

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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
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Jane M

Series 63, Series 65

Ball, LA

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Jane Mathews is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 25 years of industry experience, with prior roles at Cetera and Red River Bank, where she continues to have involvement. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

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Joshua R

Series 66

Pineville, LA

Edward Jones

Joshua Riley is a Series 66-licensed financial advisor with Edward Jones, based in Pineville, Louisiana. He has 18 years of experience with the firm, having joined in 2008. Riley is also a manager and member of R6, LLC, a limited liability company located in Pineville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Military & Veterans

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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