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2 advisors near 71462
Out of 400,000+ nationwide
William A
Series 66
Many, LA
Edward Jones
William Adams II is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience and previously spent ten years at Northwestern State University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Barbara S
Series 63
Noble, LA
Mass Mutual Investors Services
Barbara Sepulvado is a financial advisor with Mass Mutual Investors Services in Noble, LA, holding a Series 63 designation and 26 years of industry experience. She previously worked at MetLife Securities and Metlife Insurance Co. In addition to her advisory role, she maintains an outside insurance business selling life, accident, and health insurance through Blue Cross Blue Shield. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.
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2 advisors near 71462
Out of 400,000+ nationwide