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 66
Experience Industry experience
5 years
Location
Alexandria, LA 71303
Independent Financial partners
Enterprise
Jacob Ryder is a financial advisor with Independent Financial Partners, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Wellspring Advisor Group and LPL Financial, and has also served as a financial analyst at Wellspring Advisor Group. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base and offers a decentralized advisory model with notable retirement-plan and pension consulting capabilities.
Based on Independent Financial partners
Financial planning services often charged as flat fees, negotiated based on service scope and complexity
$0+: Negotiated; may be tiered with breakpoints set by individual IARs up to 2.0% max $0+: Up to 2.5% max with Third Party Asset Managers (TPAMs) included
Offered through affiliated broker-dealer; commissions charged on brokerage transactions separate from advisory fees
Financial planning and consulting services may be charged on an hourly basis, fees negotiated per engagement
Minimum fee: Minimum fees vary by IAR; some IARs may charge flat fees regardless of account size Fee-only: Financial planning fees charged as flat fees, negotiated per client and service complexity
Alexandria, LA
5432 Provine Place
Alexandria LA 71303
Advisors at this office
3
Louisiana
5 years of industry experience
Independent Financial Partners
2022 - Present • 4 years
Tampa, FL
IFP Securities, LLC
2022 - Present • 4 years
Tampa, FL
Wellspring Advisor Group
2021 - Present • 5 years
Alexandria, LA
LPL Financial
2020 - 2021 • 1 year
Alexandria, LA
Oestriecher Financial Management Services
2020 - 2020 • 1 year
Alexandria, LA
Louisiana State University at Alexandria
2013 - 2020 • 7 years
Alexandria, 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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.
Series 65
Pineville, LA
Cooper, Clay Stephen
Susan Broussard is a financial advisor at Cooper, Clay Stephen with a Series 65 designation and two years of industry experience. Her prior work includes roles at Main Street Advisors, LLC and Clay S. Cooper, as well as over two decades at CLECO Corporate Holdings LLC. Outside of her advisory work, she is a member of Bayou Garden Growers LLC, a wholesale tree nursery. Cooper, Clay Stephen is a small advisory firm serving individuals, pension plans, trusts, estates, and businesses, managing about $98 million across 126 clients. The firm employs a mix of fundamental and technical analysis for tailored investment strategies, primarily managing assets on a non-discretionary basis with client consultation before trades.
ChFC®
Pineville, LA
Cooper, Clay Stephen
Clay Cooper is a ChFC® credentialed financial advisor with 14 years of industry experience. He is currently with Main Street Advisors LLC and has managed his own registered investment advisory firm since 1997. Outside of his advisory work, he is involved in several business activities including ownership and management roles in timber growing and mobile home park operations. Main Street Advisors LLC provides tailored investment management and occasional consulting services to individuals, trusts, pension, and corporate clients. The firm uses a variety of analytical methods to build and monitor portfolios and offers both discretionary and non-discretionary management.
Series 65
Pineville, LA
Concurrent Investment Advisors, LLC
Richard Ourso is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Acumen Co and Hightower Advisors. Prior to his career in finance, he spent 19 years at Marucci Sports. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets across a multi-office platform and employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.
Series 63, Series 66
Pineville, LA
Concurrent Investment Advisors, LLC
Peter Wright Jr. is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Hightower Advisors LLC and LourdMurray. He also serves as an investment advisory consultant for OxeFit Inc. Concurrent Investment Advisors is an SEC-registered firm that provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.
CFP®, Series 66
Pineville, LA
Concurrent Investment Advisors, LLC
Jennifer Enlow is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. Her prior experience includes roles at Patricof Wealth, HighTower Advisors LLC, and LourdMurray. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm providing wealth management, investment management, financial planning, and retirement services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and emphasizes a long-term, portfolio-driven investment approach tailored to client goals, risk tolerance, and tax considerations.
Series 66
Alexendria, LA
Independent Financial partners
Trey Woodrum II is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. Outside his primary role, he is involved with Wellspring Advisor Group as a wealth advisor focusing on client relationships. Independent Financial Partners operates a nationwide network of independent Investment Adviser Representatives, providing investment advisory, financial planning, trust, and retirement-plan services. The firm manages over $12 billion in assets and offers both decentralized individual investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting.
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