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Holden Ledet

Advisor at Cetera — Cut Off, LA

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Cut Off, LA 70345

Cetera logo

Cetera

Institution

Total advisors

10,197

Across 5,098 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Holden Ledet is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2025. He is also the owner of Holden Ledet CPA LLC, where he provides tax services. Prior to his current roles, he worked at Callais Capital Management from 2015 to 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Cut Off, LA

15460 W Main St

Cut Off LA 70345

Advisors at this office

1

Most active in

Louisiana

Work history

< 1 year of industry experience

Cetera

2026 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2025 - Present • 1 year

El Segundo, CA

Holden Ledet CPA LLC

2017 - Present • 9 years

Cut Off, LA

Callais Capital Management

2015 - 2017 • 2 years

Thibodaux, 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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Troy D

Series 66

Bourg, LA

Mutual Advisors, LLC

Troy Domangue is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. In addition to his advisory work, he is a professional singer performing locally in his community. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies tailored to client objectives, managing approximately $9.45 billion across 154 advisors, and is noted for its extensive institutional work including serving sovereign wealth fund clients.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Kenneth L

Series 63, Series 65

Larose, LA

Advisor Resource Council

Kenneth Lemoine is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Signator Investors, Inc., LPL Financial, and Level Four Advisory Services. Outside of advisory services, he is involved in various insurance businesses and operates Lemoine Wealth Management LLC. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies, providing both discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Payton L

Series 65

Larose, LA

Advisor Resource Council

Payton Lemoine is an advisor at Advisor Resource Council with a Series 65 credential and one year of industry experience. Prior to joining Advisor Resource Council, Payton worked at Barcar and has a background in insurance services with Riverlands Insurance Services and CRC Insurance Services. He also has six years of experience associated with Louisiana State University. Advisor Resource Council is an SEC-registered adviser serving individuals—including high-net-worth clients—retirement plans, charitable organizations, and business entities. The firm offers asset management, financial planning, retirement plan consulting, and referrals to third-party money managers, utilizing a combination of artificial intelligence tools and fundamental analysis to create customized investment strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Sydney H

Series 66

Larose, LA

Eagle Strategies (NY Life)

Sydney Hale is a financial advisor with Eagle Strategies (NY Life) in Larose, LA, holding a Series 66 designation and 16 years of industry experience. She has been associated with Eagle Strategies and related entities since 2012 and has worked with Emerald Wealth Partners LLC and Triche/Doverspike Financial Group, Inc. since 2024 and 2013, respectively. Hale serves as a board member of the New Orleans Estate Planning Council. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice and solutions through multiple program types, emphasizing strategies aligned with client goals and fiduciary responsibilities, with the majority of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jack D

Series 63, Series 65

Larose, LA

Eagle Strategies (NY Life)

Jack Doverspike is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with Triche Doverspike Financial Group, Inc. since 2002 and has been associated with New York Life Insurance Co. and Nylife Securities Inc. since 1986. He owns Marlin Ventures Inc., which owns the building housing his business office. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and focuses on non-discretionary asset management, with a significant role in advisory services tied to insurance and annuity products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Lonny B

Series 66

LaRose, LA

Eagle Strategies (NY Life)

Lonny Babin is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 10 years of industry experience, including roles at Eagle Strategies since 2017 and with New York Life Insurance Co. and Nylife Securities since 2015. Outside of his advisory work, he serves as a board member of the Diocese of Soroti Mission Partnership, which supports humanitarian and community development efforts in Uganda. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base comprising individual investors, institutional sponsors, and charitable and corporate entities. The firm offers multiple advisory programs tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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