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Whitney B

Series 66

Belle Chasse, LA

LPL Financial

Whitney Braddock is a financial advisor with LPL Financial, holding the Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, she spent ten years with Diagnostic Imaging Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Brennan M

Series 66

Belle Chasse, LA

LPL Financial

Brennan Molin is a financial advisor with LPL Financial and holds a Series 66 credential. He has one year of industry experience, including work at Nielsen Investments and roles related to accounting at Louisiana State University. Outside of his advisory work, he is involved as a coach with First Tee, a youth development organization focused on sports and fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Clinton C

CFP®, Series 66

Belle Chasse, LA

LPL Financial

Clinton Coldren is a financial advisor at LPL Financial with five years of industry experience. He holds the CFP® designation and the Series 66 license. His career includes roles at Raymond James Financial Services, IMPERA Wealth Management, and Financial Consulting Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management alongside model portfolios and research support.

College savings (529s, UTMA, etc.)
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David N

Series 63

Belle Chasse, LA

LPL Financial

David Nielsen is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 16 years with National Planning Corp. Nielsen is also the owner of Nielsen Marine Services LLC, a business unrelated to investment advisory activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of advisers. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Robert F

Series 63

Belle Chasse, LA

LPL Financial

Robert Folse is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. Before joining LPL Financial in 2017, he spent 16 years at National Planning Corporation. In addition to his advisory work, he has been involved with Design the Planet since 1998, providing strategic planning, graphic design, and brand marketing consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a broad range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

College savings (529s, UTMA, etc.)
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