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
18 years
Location
Mansfield, LA 71052
Raymond James Financial
Institution
Laurie Alexander is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2008 to 2019. Outside of her advisory role, she is the owner of Williamson Financial Services, LLC, a support business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
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.
Mansfield, LA
1220 Polk Street
Mansfield LA 71052
Advisors at this office
1
Louisiana · Texas
18 years of industry experience
RAYMOND James FINANCIAL SERVICES ADVISORS, INC.
2019 - Present • 7 years
Mansfield, LA
Raymond James Financial Services, Inc.
2019 - Present • 7 years
Shreveport, LA
Edward Jones
2008 - 2019 • 11 years
St Louis, MO
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® and holds a Series 66 designation with 12 years of industry experience, all of which has been with Edward Jones since 2014. She is based in Mansfield, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.
Series 66
Mansfield, LA
Edward Jones
James Rollins Jr. is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2018 and previously worked at Wells Fargo Clearing from 2016 to 2018. Aside from his advisory role, he is also the owner of JM Rollins Enterprises LLC, a real estate rental business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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