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
14 years
Location
New Iberia, LA
Ameriprise
Institution
Joshua Perello is a financial advisor with Ameriprise in New Iberia, Louisiana, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services and Edward Jones. He is also an owner of Live Oak Wealth Partners, an advisory business. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized, non-discretionary retirement income advice.
Based on Ameriprise
Based on Ameriprise
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
New Iberia, LA
New Iberia LA
Advisors at this office
1
Louisiana · Texas
14 years of industry experience
Ameriprise
2023 - Present • 3 years
Breaux Bridge, LA
Perello Properties, LLC
2019 - 2023 • 4 years
New Iberia, LA
Raymond James Financial Services Advisors, INC.
2017 - 2023 • 6 years
Breaux Bridge, LA
Raymond James Financial Services, inc.
2017 - 2023 • 6 years
Breaux Bridge, LA
Edward Jones
2012 - 2017 • 5 years
Breaux Bridge, 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.
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.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Youngsville, LA
Capital Financial Planners, LLC
Amie Varnado is a financial advisor at Capital Financial Planners, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Capital Financial Planners since 2011. Outside of her advisory role, she is a half owner of an electrical service company and spends part of her time on accounting and insurance sales. Capital Financial Planners is an independent firm serving individual clients, businesses, charities, and small pension plans. The firm offers comprehensive financial planning and discretionary portfolio management with a primarily passive, asset-allocation approach tailored to client goals.
Series 65
Youngsville, LA
SOW Advisors LLC
Bradley Ortego is a financial advisor at SOW Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. SOW Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management, discretionary portfolio management, and project-based financial planning. The firm employs a combination of quantitative, fundamental, and technical analysis using sector-specific factor models and offers access to alternative investments, pooled vehicles, and educational seminars.
Series 65
Youngsville, LA
SOW Advisors LLC
Logan Bowers is a financial advisor at SOW Advisors LLC with a Series 65 credential and one year of industry experience. He is also the owner and managing member of H&L Investments LLC, where he oversees operations and strategy for a real estate investment business focused on multifamily, single-family, and mobile home park assets, and serves as a general partner for private real estate and private credit investment funds. SOW Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management, discretionary portfolio management, and financial planning. The firm uses a combination of quantitative, fundamental, and technical analysis within a modern-portfolio framework and offers clients educational seminars and investment advice that includes alternative and pooled investment vehicles.
Series 63, Series 65
Lafayette, LA
Avant Capital, LLC
Mark Avant is a financial advisor at Avant Capital, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Avant Capital since 2014. Avant is also the owner of L And M Avant Holdings, LLC, a commercial property management company. Avant Capital provides investment advisory and retirement plan services to individuals, high net worth clients, trusts, estates, and employer-sponsored plans. The firm offers discretionary, customized portfolio management focused on long-term strategies using low-cost mutual funds and ETFs, supplemented by individual stocks or bonds as appropriate.
Series 65
Youngsville, LA
Apex Capital Management, L.L.C.
Charles Duchamp is a financial advisor at Apex Capital Management, L.L.C. with 23 years of industry experience and holds a Series 65 designation. He has been with Apex since 2002 and also serves as president of Charles J. Duchamp, CPA, a professional accounting corporation providing accounting and tax services since 1991. Apex Capital Management serves individuals, retirement plan sponsors and participants, trusts, and business entities with financial planning, asset management, retirement-plan consulting, and annuity product management. The firm uses fundamental analysis to guide asset allocation and trading decisions, and offers both discretionary and non-discretionary account management.
PFS™, Series 63, Series 65
Lafayette, LA
Going CPAs & Wealth Advisors, LLP
Darren Cart is a partner at Going CPAs & Wealth Advisors, LLP with 15 years of industry experience. He holds the PFS™ designation along with Series 63 and 65 licenses. Cart has been with Going, Sabastein, Fisher & Leboeuf, LLP since 2009 and also serves as a partner in Majestic Heights Group, LLC, a consulting firm. Going CPAs & Wealth Advisors, LLP provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm manages approximately $160.8 million in discretionary assets and integrates accounting with wealth advisory services, emphasizing tax-aware planning and long-term investment strategies.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")