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
21 years
Location
St Francisville, LA 70775
Cetera
Institution
Joseph Malara is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has been with Cetera and its affiliated entities since 2018, following 13 years at Investment Professionals, Inc. Outside of his advisory work, he volunteers with the West Feliciana Animal Humane Society, assisting with website, signage, and event logistics. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified investment management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account structures.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$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%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
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.
St Francisville, LA
5681 Commerce Street
St Francisville LA 70775
Advisors at this office
2
Louisiana · Texas
21 years of industry experience
Cetera Investment Services Llc
2018 - Present • 8 years
St. Cloud, MN
Cetera
2018 - Present • 8 years
St Francisville, LA
Investment Professionals, Inc
2005 - 2018 • 13 years
San Antonio, TX
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.
Trust company
They provide trust and estate administration services, typically for separate 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.
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
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.
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.
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.
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.
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.
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.
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