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John Mary Dupont IV

Advisor at LPL Financial — Houma, LA 255 Corporate Drive

Updated today

Credentials

Series 63, Series 65

Experience

30 years

Location

Houma, LA 70360

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,413 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

John Dupont IV is a financial advisor with LPL Financial based in Houma, Louisiana, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research to provide both discretionary and non-discretionary management.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Houma, LA 255 Corporate Drive

255 Corporate Drive

Houma LA 70360

Advisors at this office

5

Most active in

Louisiana · Texas

Work history

30 years of industry experience

LPL Financial

2006 - Present • 20 years

Thilbodaux, 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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Mary Lucy B

CFP®, Series 65

Houma, LA

Hassell Wealth Management

Mary Lucy Bergeron is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Hassell Wealth Management with two years of industry experience. She has previously worked at Carr Riggs & Ingram and OneDigital Investment Advisers, and has experience in financial services and educational roles. Hassell Wealth Management provides discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm manages over $387 million in client assets, employing a globally diversified investment approach aligned with modern portfolio theory.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John H

ChFC®, Series 63

Houma, LA

Hassell Wealth Management

John Hassell is a financial advisor at Hassell Wealth Management with 42 years of industry experience. He holds the ChFC® designation and Series 63 registration. Prior to joining his current firm in 2018, he worked for LPL Financial for 13 years. Outside of advising, he owns and operates a guest house listed as a bed and breakfast. Hassell Wealth Management provides discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm manages globally diversified portfolios using fundamental security analysis and market trend evaluation, serving several hundred client relationships with $387.4 million in assets under management as of December 31, 2025.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stephen H

CFP®

Houma, LA

Hassell Wealth Management

Stephen Hassell is a CFP® professional with nine years of industry experience. He has worked at Hassell Wealth Management since 2006 and previously spent ten years with LPL Financial, LLC. Hassell manages client portfolios as part of a five-advisor team based in Houma, Louisiana. Hassell Wealth Management is a registered investment adviser serving individuals, families, and businesses with discretionary portfolio management, financial planning, and retirement plan services. The firm utilizes a globally diversified investment approach based on modern portfolio theory, incorporating fundamental and economic analyses to construct portfolios across multiple asset classes.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Alexandra H

CFP®, Series 63

Houma, LA

Hassell Wealth Management

Alexandra Hassell is a CFP®-credentialed financial advisor with 13 years of industry experience. She has been with Hassell Wealth Management since 2018 and previously worked at LPL Financial for five years. Based in Houma, Louisiana, Hassell is part of a five-advisor team. Hassell Wealth Management provides discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm manages over $387 million in client assets and emphasizes globally diversified portfolios using fundamental analysis alongside economic and market trend evaluation.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Katherine H

CFP®, Series 63, Series 65

Houma, LA

Hassell Wealth Management

Katherine Hebert is a CFP® professional with 12 years of experience in the financial services industry. She has worked at Hassell Wealth Management since 2020 and previously held roles at Hancock/Whitney Bank and Foresters Financial Services. Hassell Wealth Management is a registered investment adviser serving individuals, families, and businesses with discretionary portfolio management, financial planning, and retirement plan services. The firm manages $387.4 million in client assets, focusing on globally diversified portfolios constructed through fundamental security analysis and market trend assessment.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ralph B

Series 65

Houma, LA

Ash Matson Wealth Partners, Inc.

Ralph Bourgeois is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 designation and bringing 20 years of industry experience. He has worked with Prime Investment Partners, LLC and Allocated Alliances, LLC, and also maintains a concurrent career as a medical doctor in Houma, Louisiana. Ash Matson Wealth Partners offers advisory services primarily by recommending third-party advisers to a diverse client base, including individuals and institutions. The firm employs a tailored asset-allocation process and monitors third-party adviser performance without exercising direct investment discretion or custody of client assets.

Wealth management
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