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 65, Series 63
Experience Industry experience
9 years
Location
Monroe, LA
Valic Financial Advisors
Enterprise
William Breaux Jr. is a financial advisor with Valic Financial Advisors in Monroe, LA, holding Series 65 and Series 63 credentials and having nine years of industry experience. He has worked at Valic Financial Advisors since 2017 and is also an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and emphasizes a large-scale, technology-driven approach to portfolio management and financial planning.
Based on Valic Financial Advisors
Based on Valic Financial Advisors
Financial planning and consulting services available on a flat fee basis (specific amounts not stated)
$0 - $250,000: 0.90% Advisory Fee, 0.63% Platform Fee, 0.08% - 0.60% Manager Fee $250,000 - $500,000: 0.75% Advisory Fee, 0.44% Platform Fee, 0.08% - 0.60% Manager Fee $500,000 - $1,000,000: 0.65% Advisory Fee, 0.32% Platform Fee, 0.08% - 0.60% Manager Fee $1,000,000 - $2,000,000: 0.55% Advisory Fee, 0.31% Platform Fee, 0.08% - 0.60% Manager Fee $2,000,000 - $5,000,000: 0.45% Advisory Fee, 0.30% Platform Fee, 0.08% - 0.60% Manager Fee $5,000,000 - $10,000,000: 0.35% Advisory Fee, 0.29% Platform Fee, 0.08% - 0.60% Manager Fee $10,000,000 - $25,000,000: 0.35% Advisory Fee, 0.27% Platform Fee, 0.08% - 0.60% Manager Fee $25,000,000+: 0.35% Advisory Fee, 0.25% Platform Fee, 0.08% - 0.60% Manager Fee
Broker-dealer commissions available separately for brokerage accounts
Financial planning and consulting services offered on hourly basis (specific rates not stated)
Subscription basis financial planning available (specific amounts not stated)
Account minimum: $250,000 Minimum fee: $150 annual minimum account fee assessed quarterly as $37.50 per quarter if quarterly fees do not meet this minimum Fee-only: Advisory fees only; no commissions for advisory services
Monroe, LA
Monroe LA
Advisors at this office
1
Arkansas · Louisiana · Mississippi · Texas
9 years of industry experience
Agia
2022 - Present • 4 years
Houston, TX
Valic Financial Advisors
2017 - Present • 9 years
Baton Rouge, LA
Louisiana Tech University
2017 - 2017 • 1 year
Ruston, LA
Lambright Sports and Wellness Center
2015 - 2017 • 2 years
Ruston, 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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Monroe, LA
Pelican Wealth Management
Lorenzo Treadway is a financial advisor at Pelican Wealth Management with 14 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Since 2017, he has been with Pelican Wealth Management and also leads the affiliated tax-preparation entity, Pelican Wealth Tax Advisors. Pelican Wealth Management provides discretionary investment management and selects third-party money managers for individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a mix of fundamental analysis, Modern Portfolio Theory, cyclical analysis, and passive strategies to develop individualized investment policies and uses third-party platforms for operational support.
Series 65
West Monroe, LA
Fletcher Financial Group
Braden Smith is a financial advisor with Fletcher Financial Group in West Monroe, LA. He holds a Series 65 designation and has been with Fletcher Financial Group since 2018, following two years at Tech Assurance. Fletcher Financial Group serves individual clients and families by providing financial planning, insurance planning, and discretionary investment management. The firm uses a planning-first approach with a three-step process tailored to client goals, and frequently delegates portfolio management to third-party External Managers while maintaining discretionary authority.
Series 65
Monroe, LA
Vines Capital Management, LLC
Dorothy Vines is a Series 65-licensed advisor at Vines Capital Management, LLC with four years of industry experience. She has worked at Vines Capital Management since 2018 and previously served at the Ouachita Parish Sheriffs Office. Outside of her advisory role, she has volunteered in nursing services since 2004. Vines Capital Management serves individual clients, pension and profit-sharing plans, business entities, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and pension consulting, tailoring portfolios using fundamental analysis and modern portfolio theory with a range of investment instruments.
Series 63, Series 65
West Monroe, LA
Legacy Wealth Concepts
Alan Stephenson is a financial advisor at Legacy Wealth Concepts with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners Financial Services and Stephenson Financial. Outside of finance, he is involved in several entrepreneurial ventures, including ownership roles in a handyman service and heating and air companies, and serves on the board of Polygon Health as Chief Patient Officer. Legacy Wealth Concepts offers portfolio management, financial planning, and related wealth services to individuals, trusts, charitable institutions, and foundations. The firm combines fiduciary advisory and commissionable distribution roles through its affiliated broker-dealer and insurance appointments, managing approximately $64.8 million with a focus on customized investment strategies and ancillary services such as tax preparation and ongoing planning.
ChFC®, Series 63
Monroe, LA
Graham, Bordelon, Golson & Gilbert, Inc.
Gary Graham is a ChFC® credentialed financial advisor with 40 years of industry experience. He has been associated with Entrust Investment Management since 1983 and worked at Triad Advisors, Inc. from 1998 to 2024. In addition to his advisory work, he practices law as an attorney. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily for high-net-worth individuals, their trusts, estates, and retirement accounts, as well as corporations and charitable organizations. The firm uses an asset-allocation process involving risk assessment and portfolio optimization, offering both discretionary and non-discretionary management options.
Series 65
West Monroe, LA
Fletcher Financial Group
Bradley Wilson is a financial advisor at Fletcher Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at Community Coffee from 2009 to 2021. Fletcher Financial Group provides financial planning, insurance planning, and discretionary investment management primarily for individual clients and families. The firm uses individualized financial plans and asset-allocation strategies, employing fundamental, quantitative, and technical analysis with an emphasis on risk management and suitability.
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