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Stephens M
Series 66
Baton Rouge, LA
LPL Financial
Stephens Mcvea is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Hancock Whitney Investment Services, JP Morgan Securities, Bank of America, and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.
James E
Series 63
Baton Rouge, LA
LPL Financial
James Ewing is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Altus Wealth Management, Geneos Wealth Management, and Osaic FA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and operational tools.
Jeremy P
Series 63, Series 65
Baton Rouge, LA
LPL Financial
Jeremy Perque is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 registrations and possessing 22 years of industry experience. He previously worked at Sanders Morris LLC and Geneos Wealth Management Inc. in addition to maintaining a long-term association with Altus Wealth Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Michael N
Series 63
Baton Rouge, LA
LPL Financial
Michael Nichols is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He has worked at LPL Financial since 2004, with additional experience at Altus Wealth Management and Geneos Wealth Management. Nichols is also involved in managing a professional liability and medical malpractice insurance agency in Baton Rouge, Louisiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and retirement plan participants. The firm provides advisory and brokerage services through a large network of representatives, offering a range of financial planning, portfolio management, and institutional investment solutions.
Reed B
Series 66
Baton Rouge, LA
LPL Financial
Reed Boudreaux is a financial advisor at LPL Financial in Baton Rouge, LA, holding a Series 66 designation. He has prior experience at Hancock Whitney and Archer Consulting Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional programs, supported by a network of over 22,800 advisors.
Charles M
Series 63
Baton Rouge, LA
LPL Financial
Charles McMakin is a financial advisor with LPL Financial, holding a Series 63 designation and over 43 years of industry experience. He has previously worked with Altus Wealth Management LLC, Geneos Wealth Management Inc., and Sanders Morris LLC. McMakin serves as a board member of the Port of Baton Rouge, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.
Jesse D
Series 63
Baton Rouge, LA
LPL Financial
Jesse Daigle is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 63 license and over 32 years of industry experience. He previously worked at Geneos Wealth Management and has maintained involvement with Altus Wealth Management since 2012. Daigle is also engaged with several business entities related to tax and investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, utilizing a variety of investment strategies and advisor support tools.
Preston S
Series 66
Baton Rouge, LA
LPL Financial
Preston Stafford is a financial advisor with LPL Financial based in Baton Rouge, LA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Kestra Advisory Services LLC and Kestra Investment Services LLC, as well as held positions in academic institutions including the University of Louisiana at Lafayette and Louisiana State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and a variety of technological tools.
James M
Series 63, Series 66
Baton Rouge, LA
LPL Financial
James Moffitt is a financial advisor at LPL Financial in Baton Rouge, LA, with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2019, including prior roles at Altus Wealth Management and Geneos Wealth Management. Outside of his advisory work, he is involved in training athletes in sports performance through Traction Sports Performance. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by various operational and research tools.
John S
Series 63
Baton Rouge, LA
LPL Financial
John Stewart is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 license and 35 years of industry experience. He previously worked at Geneos Wealth Management and has been associated with Altus Wealth Management since 2012. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing tools such as machine learning to support advisors.
Dixon M
Series 65, Series 63
Baton Rouge, LA
LPL Financial
Dixon Mcmakin is a financial advisor with LPL Financial based in Baton Rouge, LA, holding Series 65 and Series 63 licenses with 12 years of industry experience. He previously worked at Geneos Wealth Management and currently operates Altus Wealth Management. Outside of financial advising, Mcmakin is the owner and manager of The McMakin Law Firm LLC, serves as a play-by-play announcer for Baton Rouge sports on CHS Radio, is a notary public, holds a political office in the state of Louisiana, and works as corporate counsel for Axios Industrial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives who utilize various investment strategies alongside advanced operational and research tools.
John R
Series 66
Baton Rouge, LA
LPL Financial
John Reeder Jr. is a Series 66 licensed financial advisor with over 26 years of industry experience. He is currently with LPL Financial in Baton Rouge, LA, where he has worked since 2021 and previously from 2003 to 2012. Reeder also founded Altus Wealth Management, where he has been active since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning and investment management solutions, including model portfolios and third-party asset management.
Mason I
Series 66
Baton Rouge, LA
LPL Financial
Mason Ibert is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Hancock Whitney Bank, Cetera Investment Services, and Morgan Stanley. He is also involved with Altus Benefit Solutions in a non-variable insurance producer capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.
Mickey G
Series 63
Baton Rouge, LA
LPL Financial
Mickey Guidry is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 designation and having 33 years of industry experience. His prior work includes roles at Altus Wealth Management and Geneos Wealth Management, along with two previous terms at LPL Financial. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.
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