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3 advisors near 71052
Out of 400,000+ nationwide
Crystal B
CFP®, Series 66
Mansfield, LA
Edward Jones
Crystal Burns is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Mansfield, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Laurie A
Series 66
Mansfield, LA
Raymond James Financial
Laurie Alexander is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones for 11 years and has been with Raymond James and Williamson Financial Services since 2019, where she is the owner of Williamson Financial Services, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes a collaborative advisory approach tailored to client risk profiles and goals.
James R
Series 66
Mansfield, LA
Edward Jones
James Rollins Jr. is a financial advisor with Edward Jones in Mansfield, LA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing and AT&T Mobility Inc. Outside of his advisory work, he owns JM Rollins Enterprises LLC, a real estate rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm is known for its extensive network of advisors and branch offices, as well as its affiliated capabilities beyond traditional advisory services.
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3 advisors near 71052
Out of 400,000+ nationwide