user avatar

Joseph Gustave Descant III

Advisor at Raymond James Financial — Alexandria, LA Peterman Drive

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

31 years

Location

Alexandria, LA 71301

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,973 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Joseph Descant III is a CFP® with 31 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021, and was previously affiliated with Raymond James Financial Services, Inc. since 1997. He serves as a trustee for a family special needs trust and is the managing member and president of Descant Financial Partners, LLC, a support company for his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary planning and investment consulting using analytical tools and supports institutional consulting and portfolio management via a broad advisor network.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Alexandria, LA Peterman Drive

1446 Peterman Drive

Alexandria LA 71301

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

31 years of industry experience

Raymond James Financial Services Advisors, Inc.

2021 - Present • 5 years

Alexandria, LA

RAYMOND JAMES FINANCIAL SERVICES, Inc.

1997 - Present • 29 years

Alexandria, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Susan B

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.

Wealth management
user avatar

Clay C

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.

Wealth management
user avatar

Trey W

Series 66

Alexendria, LA

Independent Financial Partners

Trey Woodrum II is a financial advisor with Independent Financial Partners, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2023 before joining Independent Financial Partners and IFP Securities LLC. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with over $12 billion in assets under management and provides a decentralized advisory model alongside specialized retirement-plan and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

John C

Series 66

Alexandria, LA

Independent Financial Partners

John Carroll is a financial advisor with Independent Financial Partners, holding a Series 66 license and 24 years of industry experience. He has worked with IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Carroll serves on multiple nonprofit and community boards in Louisiana, including roles with the Louisiana Health Care Quality Forum, Utility Restoration Committee, and local economic development authorities, and he is involved in a project to renovate a historic building in downtown Alexandria through a private investment group. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a decentralized advisory model and offers a notable retirement-plan advisory capability, serving a broad client base including individuals, charitable entities, corporations, and high-net-worth clients.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Jacob R

Series 66

Alexandria, LA

Independent Financial Partners

Jacob Ryder is a financial advisor at Independent Financial Partners with five years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including LPL Financial and Wellspring Advisor Group, where he also serves as a financial analyst. Prior to his advisory career, he was employed at Louisiana State University at Alexandria. Independent Financial Partners is a nationwide advisory firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized, multi-advisor platform. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with notable capabilities in retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Richard O

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. Before his advisory career, he spent nearly two decades at Marucci Sports. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a broad network of advisors and a range of financial planning and retirement services.

Wealth management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)