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 63, Series 65
Experience Industry experience
19 years
Location
Madisonville, LA
ICOM Advisors, LLC
Supported
Total advisors
1Clients per advisor
423 Very HighAvg AUM per client
$355,037 LowHNW client ratio
19% LowPaul Scoggins is a financial advisor with ICOM Advisors, LLC in Covington, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with ICOM Advisors since 2010. Outside of his advisory role, he is president and manager of Permian Services Co., LLC, an oil field services company, and serves as managing member of several investment holding and private equity firms. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $123 million in client assets, offering both discretionary and non-discretionary management with an investment approach that includes mutual funds, ETFs, fundamental and technical analysis, and private equity investments when suitable.
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.60%
Account minimum: $250,000
Madisonville, LA
Madisonville LA
Advisors at this office
1
Louisiana · Texas
19 years of industry experience
ICOM Advisors, LLC
2010 - Present • 16 years
Madisonville, LA
J.P. Morgan Securities
2008 - 2010 • 2 years
New Orleans, LA
J.P. Morgan Securities Inc.
2006 - 2008 • 2 years
New Orleans, LA
Banc One Securities Corporation
2006 - 2006 • 1 year
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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:
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.
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.
ChFC®, Series 63
Abita Springs, LA
KLK Capital Wealth Advisors LLC
Kevin Keleher is a ChFC® credentialed advisor with 15 years of industry experience. He is the sole advisor at KLK Capital Wealth Advisors LLC, where he has worked since 2020. Prior to that, he was associated with Lewer Financial Advisors, LLC and The Lewer Agency Inc. He is also a licensed insurance agent specializing in fixed insurance sales. KLK Capital Wealth Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and Modern Portfolio Theory to tailor investment strategies and offers public seminars and workshops on investment topics.
PFS™, Series 65
Mandeville, LA
GT Financial, Ltd., L.L.C.
Gary Thomas is the principal and sole advisor at GT Financial, Ltd., L.L.C. He holds the PFS™ designation and Series 65 registration, with 16 years of experience in financial advising and over 35 years as a CPA. He is also the owner of Gary M. Thomas, CPA, P.C., a public accounting firm that shares office space with his advisory practice, and he divides his time between both businesses. GT Financial serves individual investors as well as pension and profit-sharing plans, trusts, and estates, offering discretionary and non-discretionary portfolio management, limited financial and estate planning, and project-based consulting. The firm emphasizes a long-term, buy-and-hold investment approach and provides retirement plan advisory services, including ERISA plan consulting and discretionary management for plan assets.
Series 65
Abita Springs, LA
Common Cents Financial Planning
John Casassa is a financial advisor at Common Cents Financial Planning with one year of industry experience. Prior to entering financial services, he worked at Shell Oil Company for 39 years before retiring in 2020. The firm is operated by Casassa on a part-time basis and plans to allocate volunteer time to first-responder support. Common Cents Financial Planning provides fee-based comprehensive financial planning services to individuals, families, and small-business owners, including discounted or pro bono planning for current and retired firefighters. The firm offers investment recommendations without discretionary management, emphasizes diversified allocations tailored to client objectives, and operates under a fiduciary standard without taking custody of client assets.
Series 65
Mandeville, LA
Toce Financial Group LLC
Gianni Toce is a financial advisor at Toce Financial Group LLC with a Series 65 designation and three years of industry experience. Prior to joining Toce Financial Group in 2021, he worked at UL Lafayette and the Louisiana School for the Visually Impaired. Toce Financial Group provides discretionary portfolio management and financial planning services to individuals and legal entities, focusing on low-cost, broadly diversified, index-based allocations primarily using ETFs and mutual funds. The firm accommodates clients preferring active management but generally emphasizes passive, long-term asset allocation with tax-aware strategies.
CFP®, Series 66
Mandeville, LA
Kropog Financial Group, LLC
Ryan Kropog is a CFP® with 20 years of industry experience. He has been with Kropog Financial Group, LLC since 2016 and was previously associated with LPL Financial LLC for 20 years. Kropog Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $160 million across about 220 client relationships, focusing on long-term, customized portfolios primarily built from low-cost ETFs and other diversified investments.
Series 66
Mandeville, LA
Kropog Financial Group, LLC
Christopher Rodriguez is a financial advisor with Kropog Financial Group, LLC, holding a Series 66 designation and four years of industry experience. His background includes roles at Kropog Financial Group, LPL Financial, Iberia Bank, and Tulane University. Kropog Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, businesses, and retirement plans, managing approximately $160 million across 220 client relationships. The firm operates as a fiduciary, focusing on long-term, customized portfolios primarily built with low-cost ETFs and employs a mix of analytical approaches for investment selection and portfolio construction.
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