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
31 years
Location
Bunkie, LA
Equitable Advisors
Institution
Patrick Ryan is a financial advisor with Equitable Advisors, holding a Series 66 designation and 31 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Ryan serves on the board of Louisiana Central and is a board member of the Bunkie Rotary Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs, including third-party managed accounts and proprietary solutions, and its advisory approach involves matching client needs with appropriate models or discretionary managers.
Based on Equitable Advisors
Based on Equitable Advisors
Financial planning fixed fees range from $250 to $25,000.
$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable
Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.
Bunkie, LA
Bunkie LA
Advisors at this office
1
Louisiana
31 years of industry experience
Equitable Advisors
1999 - Present • 27 years
New York, NY
AXA Advisors, LlC
1999 - 2020 • 21 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
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.
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:
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.
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 63, Series 66
Mansura, LA
Andre Caubarreaux
Andre Caubarreaux is the sole advisor at his independent firm, Andre Caubarreaux, with 39 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Crown Capital Securities, LP for 16 years. Outside of his advisory work, he owns Caubarreaux Stables, where he breeds and races Thoroughbred horses, and provides business consulting for small businesses. His firm offers personalized financial planning and non-discretionary investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The investment approach focuses on long-term fundamental analysis and avoids active trading or market timing, with clients retaining full decision-making authority for transactions.
Series 65
Marksville, LA
Ash Matson Wealth Partners, Inc.
Benjamin Luke is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 credential and three years of industry experience. He has also been managing his own businesses in Marksville, LA, including Benjamin Luke Abstract & Title Co., LLC, which provides title insurance products, and Benjamin A. Luke, Attorney at Law, LLC, where he practices law. Ash Matson Wealth Partners offers advisory services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm recommends and facilitates engagements with third-party advisers based on an individualized asset-allocation process, monitoring performance without directly managing client portfolios or custodying assets.
Series 65
Palm City, FL
Ash Matson Wealth Partners, Inc.
Richard Quarantello is a Series 65-licensed advisor with Ash Matson Wealth Partners, Inc. in Palm City, Florida. He has one year of experience in the financial industry and has also worked at City Furniture since 2012. Ash Matson Wealth Partners serves individuals and various institutional clients by recommending third-party advisers to implement investment strategies based on individualized asset allocation. The firm does not manage portfolios directly but monitors third-party adviser performance while acting as a solicitor and sharing advisory fees.
ChFC®, Series 63
Palm City, FL
Ash Matson Wealth Partners, Inc.
Joseph Matson is a ChFC® and Series 63 licensed advisor with 53 years of industry experience. He has been with Ash Matson Wealth Partners, Inc. for 14 years. Outside of advisory work, he serves as an insurance agent and as a consultant for Matson Money. Ash Matson Wealth Partners is a team-based firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm recommends third-party advisers for portfolio implementation, using an individualized asset-allocation process and monitors TPA performance without exercising investment discretion or custody.
Series 66
Markville, LA
Independent Financial Group, LLC
Jessica Couvillion is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and over 21 years of industry experience. She has been with Independent Financial Group since 2007 and serves as Executive Vice President on the board of Health Agents for America, an organization representing independent health insurance agents in regulatory matters. Couvillion is also the owner of Couvillion Consulting, LLC, which offers sales of various insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment approaches tailored to client risk profiles.
CFP®, PFS™, Series 63, Series 65
Marksville, LA
Cetera
Albert Leger is a CFP® and PFS™ credentialed financial advisor with 33 years of industry experience. He is currently affiliated with Cetera and has previously worked at Avantax Advisory Services and Empower Wealth Management. In addition to his advisory role, Leger operates a CPA practice focused on tax preparation and planning and serves as treasurer and director of a local nonprofit organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management.
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