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
23 years
Location
Thibodaux, LA 70301
Commonwealth Financial Network
Enterprise
Trevor Talbot is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at LPL Financial for 19 years before joining Commonwealth and Allegiant Wealth Management Group in 2025. Outside of his advisory role, he is a co-owner of The Farm System, LLC, which operates batting cages and fields in Thibodaux, Louisiana. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering various advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios from a broad range of securities and insurance products.
Based on Commonwealth Financial Network
Based on Commonwealth Financial Network
Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.
$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%
Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.
Up to $500 per hour for consulting services.
Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.
Thibodaux, LA
501 Canal Boulevard
Thibodaux LA 70301
Advisors at this office
3
Louisiana · Texas
23 years of industry experience
Allegiant Wealth Management Group
2025 - Present • 1 year
Thibodaux, LA
Commonwealth Financial Network
2025 - Present • 1 year
Waltham, MA
LPL Financial
2006 - 2025 • 19 years
Thibodaux, 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.
Is not active or affiliated with:
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.
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 65
Thibodaux, LA
The Archer Consulting Group, LLC
Jona Husbands is a financial advisor with The Archer Consulting Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Archer Consulting Group since 2011. The Archer Consulting Group serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and trusts. The firm employs a scientific, systematic investment process under fiduciary standards, offering customized investment policy statements and discretionary portfolio management primarily through a wrap fee program.
Series 66
Thibodaux, LA
CWM, LLC
Robert Dumas is an investment advisory representative with CWM, LLC, holding a Series 66 credential and 14 years of industry experience. His work history includes roles at Lafont & Associates since 2012 and LPL Financial from 2012 to 2019. Outside of financial advising, he serves as a football official at the college level and participates in roles with the National Football League related to game communication. CWM, LLC is an SEC-registered investment adviser serving individuals, families, institutions, and corporations through a large network of advisors. The firm employs discretionary management using model portfolios supported by an in-house Investment Committee and integrates fundamental and technical analysis along with third-party sub-advisors and customization tools.
CFP®, Series 63
Thibodaux, LA
Commonwealth Financial Network
Leo Pitre is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Commonwealth Financial Network and Allegiant Wealth Management Group, having previously worked at LPL Financial for 16 years. Outside of his advisory work, he owns Twin Tigers, LLC, an entity related to real estate in Baton Rouge, LA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from diverse securities and insurance products.
Series 66
Thibodaux, LA
Commonwealth Financial Network
William Bordelon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 13 years of industry experience. He previously worked at LPL Financial for 13 years before joining Commonwealth in 2025. Outside of his advisory role, he is a co-owner of RW Rental Properties, LLC, which manages residential real estate in Houma, Louisiana. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and a variety of investment options.
Series 65
Thibodaux, LA
CWM, LLC
Hunter Tabor is a financial advisor at CWM, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Parish Wealth Partners and CWM, LLC since 2021. Prior to his financial career, he held positions at Nicholls State University, Millsaps College, and Edward Douglas White Catholic High School. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement plan services, utilizing a combination of fundamental and technical analysis, third-party sub-advisors, and customized investment tools.
Series 63
Thibodaux, LA
CWM, LLC
Toby Lafont is an investment advisory representative with CWM, LLC and holds a Series 63 designation. He has 29 years of experience in the financial services industry, including roles at LPL Financial and as founder and CEO of Parish Wealth Partners. Outside of advisory work, he is the owner of Colonel Properties, LLC, which holds an office building. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach guided by an in-house Investment Committee and various analytical and customization tools.
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