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Henry Todd Young

Advisor at LPL Financial — St. Francisville, LA

Updated today

Credentials

Series 63

Experience

28 years

Location

St. Francisville, LA 70775

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Henry Young is a financial advisor with LPL Financial in St. Francisville, Louisiana, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial since 2004 and previously worked at the University of Phoenix for 19 years. Young serves as a board member for the West Feliciana Fire Protection District #1, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

Client services

Based on LPL Financial

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

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

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

Location

See office

St. Francisville, LA

10182 Weevil Street #106

St. Francisville LA 70775

Advisors at this office

2

Most active in

Louisiana · Texas

Work history

28 years of industry experience

Lpl Financial, Llc

2004 - Present • 22 years

St. Francisville, LA

University Of Phoenix

2000 - 2019 • 19 years

Baton Rouge, 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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Matthew W

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.

Options & derivatives strategies Tax-loss harvesting Real estate investing Executive Founder/Business Owner
user avatar

Christophe L

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.

Options & derivatives strategies Tax-loss harvesting Real estate investing Executive Founder/Business Owner
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Michael W

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.

Options & derivatives strategies Tax-loss harvesting Real estate investing Executive Founder/Business Owner
user avatar

Andrew S

Series 65

Saint Francisville, LA

KG Capital Management, LLC

Andrew Sessions is a financial advisor with KG Capital Management, LLC, holding a Series 65 designation and beginning his industry career in 2026. Prior to joining KG Capital Management, he worked with the Fellowship of Christian Athletes and Wellspire Financial Group. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients by providing portfolio management, financial planning, retirement plan services, and ERISA plan consulting. The firm uses fundamental and cyclical analysis with strategies that include active trading tools and offers both discretionary and non-discretionary management options.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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Gabriel K

Series 66

Saint Francisville, LA

KG Capital Management, LLC

Gabriel Kora III is a financial advisor at KG Capital Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has been associated with both Purshe Kaplan Sterling Investments Inc. and KG Capital Management since 2012. Outside of advisory services, he participates in mineral lease consulting and advises landowners through his involvement with Three Rivers Consulting Group, LLC. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients, offering portfolio management, financial planning, and retirement plan services. The firm provides both discretionary and non-discretionary management using fundamental and cyclical analysis, and its advisory program includes the use of active trading tools and derivatives, distinguishing it from typical team-sized firms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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Yvette P

Saint Francisville, LA

KG Capital Management, LLC

Yvette Poret Crochet is a financial advisor with KG Capital Management, LLC and has 12 years of industry experience. She is also a partner at Latuso & Johnson, CPA, LLC, a CPA firm. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities by providing investment supervisory services, financial planning, and arranging third-party money managers. The firm’s investment process incorporates fundamental and cyclical analysis to guide asset allocation and security selection.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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