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2 advisors near 71483
Out of 400,000+ nationwide
Joseph E
CFP®, Series 66
Winnfield, LA
Edward Jones
Joseph Evans is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Winnfield, LA with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is the pastor at Pleasant Hill Baptist Church, where he delivers sermons, provides grief counseling, and conducts hospital visits. He also serves as a board member for the Industrial Development Board of the Parish of Winn, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.
Steven B
PFS™, Series 63
Winnfield, LA
OSAIC
Steven Bates is a financial advisor at OSAIC with 18 years of industry experience. He holds the PFS™ and Series 63 designations and previously worked at Woodbury Financial Services and The O.N. Equity Sales Company. Outside of advisory work, he owns and operates a beef cattle ranch and serves as a board member for the local soil and water conservation district. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers access to a wide range of investment products and third-party managers through a large network of financial advisors.
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2 advisors near 71483
Out of 400,000+ nationwide