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Laurent L

Series 63, Series 65

McAllen, TX

Raymond James Financial

Laurent Lancy is a financial advisor with Raymond James Financial in McAllen, TX, holding Series 63 and Series 65 licenses. He has been with Raymond James Financial Services Advisors, Inc. since 2026 and has prior experience with Insight Financial Health and Brigham Young University - Idaho. His background also includes roles outside finance, such as work with The Church of Jesus Christ of Latter-Day Saints and Melaleuca. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Larry W

Series 63, Series 65

McAllen, TX

Raymond James Financial

Larry Wilson Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked for Commonwealth Financial Network and Collaborative Insight before joining Raymond James in 2025. Outside of his advisory role, he serves in a voluntary position as a counselor to the local Bishop at The Church of Jesus Christ of Latter-Day Saints in McAllen, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs including municipal and SIMPLE IRA advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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