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 66
Experience Industry experience
38 years
Location
Opelousas, LA 70570
Edward Jones
Institution
Frank Finchum is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1988. Outside of his advisory role, he owns and manages a commercial rental property in Opelousas, Louisiana. 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, operating under a fiduciary standard.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Opelousas, LA Heather Drive
347 Heather Drive
Opelousas LA 70570
Advisors at this office
3
Louisiana · Texas
38 years of industry experience
Edward D. Jones & CO., L.P.
1988 - Present • 38 years
Opelousas, 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.
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.
Is not active or affiliated with:
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.
PFS™
Opelousas, LA
Going CPAs & Wealth Advisors, LLP
Scott Hayes is a financial advisor with Going CPAs & Wealth Advisors, LLP in Opelousas, Louisiana. He holds the PFS™ designation and has two years of industry experience. Prior to his current role, Hayes worked at Fruge Seafood. He is a partner at Going, Sebastien, Fisher & LeBouef, LLP, where he focuses on tax preparation and accounting and also owns an accounting firm. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and retirement plans. The firm combines financial planning with portfolio management and retirement consulting, managing about $160.8 million in discretionary assets with a tax-aware, long-term investment approach.
Series 63, Series 65
Opelousas, LA
Arete Wealth Advisors, LLC
Kristi Pool is a financial advisor at Arete Wealth Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Integrity Registered Investment Advisors and Consolidated Electrical Distributors. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and employs both advisor-driven and proprietary model allocations, integrating affiliated financial businesses and third-party money managers in its approach.
Series 65
Opelousas, LA
Arete Wealth Advisors, LLC
Andre Guerin is a financial advisor at Arete Wealth Advisors, LLC with a Series 65 credential. He joined Arete Wealth Advisors in 2025 and has prior experience at Dupre Carrier Godchaux and a long tenure at Tri-City Physical Therapy. Outside of advising, he is a shareholder and franchisee in several businesses, including a physical therapy clinic and a StretchZone franchise. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, utilizes third-party sub-advisers, and acts as an ERISA fiduciary when applicable.
Series 66
Opelousas, LA
Advisory Services Network
Scott Peyton is a financial advisor at Advisory Services Network with two years of industry experience. He holds a Series 66 designation and has worked at firms including Cornerstone Advisors LLC and Actus Wealth Strategies. Outside of advising, Peyton is involved in community activities such as serving on the board of the Opelousas Museum and Interpretive Center and managing a family LLC focused on advocacy for sexual abuse survivors. He also owns a collectibles resale business. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent representatives. The firm offers a range of portfolio management and consulting services with flexible engagement models and employs a multi-asset investment approach tailored to client objectives and risk tolerances.
Series 65
Opelousas, LA
Arete Wealth Advisors, LLC
Joseph Godchaux Jr. is a Series 65 credentialed financial advisor with 33 years of industry experience. He is affiliated with Arete Wealth Advisors, LLC, and has been involved with DCG Agency Inc. since 2005. Outside of advising, he has ownership interests in several insurance agencies and holds shareholder positions in Investar Bank and Evangeline Hospitality. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using advisor-driven and proprietary model allocations, and it incorporates affiliated financial businesses and third-party managers into its service offerings.
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.
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