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 66
Experience Industry experience
8 years
Location
Thibodaux, LA 70301
Eagle Strategies (NY Life)
Enterprise
Walton Guidry III is a financial advisor with Eagle Strategies (New York Life) and holds the Series 63 and Series 66 licenses. He has eight years of industry experience and is based in Thibodaux, Louisiana. In addition to his advisory role, Guidry is involved in several community organizations, including serving as a director for the Thibodaux Firemen's Fair and an officer for the Troops of Saint George, a Catholic fraternal father and son organization. He is also a board member of Louisiana’s Cajun Bayou Tourism, helping to guide regional tourism initiatives. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm emphasizes tailored advisory solutions delivered through multiple program types and manages a substantial portion of assets on a non-discretionary basis.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Thibodaux, LA
100 Green Street
Thibodaux LA 70301-1086
Advisors at this office
1
Louisiana
8 years of industry experience
Eagle Strategies (NY Life)
2025 - Present • 1 year
Thibodaux, LA
Black Swan Solutions, Llc
2023 - Present • 3 years
Thibodaux, LA
Nylife Securities LLc
2021 - Present • 5 years
White Plains, NY
New York Life Insurance Company
2017 - Present • 9 years
White Plains, NY
NYLIFE Distributors
2017 - 2021 • 4 years
White Plains, NY
NYLIFE Securities LLC
2016 - 2017 • 1 year
New Orleans, LA
New York Life Insurance Company
2015 - 2017 • 2 years
New Orleans, 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.
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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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