Advisor at Raymond James Financial
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.
Location
Mansfield, LA 71052
Credentials
Series 66
Industry experience
17 years
Laurie Alexander is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones for 11 years and has been with Raymond James and Williamson Financial Services since 2019, where she is the owner of Williamson Financial Services, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes a collaborative advisory approach tailored to client risk profiles and goals.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
1220 Polk Street
Mansfield, LA 71052
Louisiana · Texas
Williamson Financial Services, Llc
2019 - Present (7 years)
Raymond James Financial Services Advisors, Inc.
2019 - Present (7 years)
Raymond James Financial Services, Inc.
2019 - Present (7 years)
Edward Jones
2008 - 2019 (11 years)
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.
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:
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.
CFP®, Series 66
Mansfield, LA
Edward Jones
Crystal Burns is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Mansfield, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Series 66
Mansfield, LA
Edward Jones
James Rollins Jr. is a financial advisor with Edward Jones in Mansfield, LA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing and AT&T Mobility Inc. Outside of his advisory work, he owns JM Rollins Enterprises LLC, a real estate rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm is known for its extensive network of advisors and branch offices, as well as its affiliated capabilities beyond traditional advisory services.
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