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
9 years
Location
New Iberia, LA 70560
Edward Jones
Institution
Wendy Bourque is a Series 66-licensed financial advisor with nine years of industry experience. She is currently affiliated with Edward Jones in New Iberia, Louisiana, where she has worked since 2000. 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, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
New Iberia, LA Fulton St
201 Fulton St
New Iberia LA 70560
Advisors at this office
2
Louisiana · Texas
9 years of industry experience
Edward Jones
2024 - Present • 2 years
St. Louis, MO
Edward Jones
2000 - 2024 • 24 years
New Iberia, 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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not 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.
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 66
Youngsville, LA
Capital Financial Planners, LLC
Amie Varnado is a financial advisor at Capital Financial Planners, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Capital Financial Planners since 2011. Outside of her advisory role, she is a half owner of an electrical service company and spends part of her time on accounting and insurance sales. Capital Financial Planners is an independent firm serving individual clients, businesses, charities, and small pension plans. The firm offers comprehensive financial planning and discretionary portfolio management with a primarily passive, asset-allocation approach tailored to client goals.
Series 65
Youngsville, LA
SOW Advisors LLC
Bradley Ortego is a financial advisor at SOW Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. SOW Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management, discretionary portfolio management, and project-based financial planning. The firm employs a combination of quantitative, fundamental, and technical analysis using sector-specific factor models and offers access to alternative investments, pooled vehicles, and educational seminars.
Series 66
Lafayette, LA
Advantage Wealth Management, L.L.C.
Theresa Aguillard is a financial advisor at Advantage Wealth Management, L.L.C. in Lafayette, Louisiana, with 23 years of industry experience. She holds the Series 66 designation and has been with Advantage Wealth Management since 2006. Advantage Wealth Management provides personalized portfolio management and investment advisory services to individuals and various institutional clients, including employee benefit plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management tailored to clients’ objectives, employing a customized investment process that uses fundamental, technical, charting, and cyclical analysis with ongoing monitoring and rebalancing.
Series 65
Youngsville, LA
SOW Advisors LLC
Logan Bowers is a financial advisor at SOW Advisors LLC with a Series 65 credential and one year of industry experience. He is also the owner and managing member of H&L Investments LLC, where he oversees operations and strategy for a real estate investment business focused on multifamily, single-family, and mobile home park assets, and serves as a general partner for private real estate and private credit investment funds. SOW Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management, discretionary portfolio management, and financial planning. The firm uses a combination of quantitative, fundamental, and technical analysis within a modern-portfolio framework and offers clients educational seminars and investment advice that includes alternative and pooled investment vehicles.
Series 63, Series 65
Lafayette, LA
Avant Capital, LLC
Mark Avant is a financial advisor at Avant Capital, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Avant Capital since 2014. Avant is also the owner of L And M Avant Holdings, LLC, a commercial property management company. Avant Capital provides investment advisory and retirement plan services to individuals, high net worth clients, trusts, estates, and employer-sponsored plans. The firm offers discretionary, customized portfolio management focused on long-term strategies using low-cost mutual funds and ETFs, supplemented by individual stocks or bonds as appropriate.
Series 65, Series 66
Lafayette, LA
Advantage Wealth Management, L.L.C.
Gary Mcgee is a financial advisor at Advantage Wealth Management, L.L.C. in Lafayette, LA, with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Advantage Wealth Management since 2006. Advantage Wealth Management provides personalized portfolio management and investment advisory services to individuals and institutional clients, including employee benefit plans, trusts, estates, and charitable organizations. The firm customizes its investment approach using a variety of analytical methods and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk tolerances.
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