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415 advisors near
70508
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Marc G
ChFC®, Series 66
Lafayette, LA
Edward Jones
Marc Galey is a financial advisor with Edward Jones in Lafayette, LA, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at United Rentals, Inc. and Neff Rental, Inc. He is also a partial owner of small individual rental homes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad array of investment strategies and affiliated services, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.
Ashley T
Series 66
Lafayette, LA
Mass Mutual Investors Services
Ashley Thayer is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Stratos Wealth Partners, and LPL Financial. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual, collaborative planning relationships using firm-approved software and strategies rather than specific product selections.
Kaylie M
Series 66
Broussard, LA
Ameriprise
Kaylie Mixon is a Series 66 licensed financial advisor at Ameriprise with five years of industry experience. She has been with Ameriprise since 2021 and has also worked at the University of Louisiana at Lafayette. In addition to her advisory role, she manages an advisory business, Roy Planning, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.
Michael S
Series 65, Series 63
Lafayette, LA
Cambridge Investment Research Advisors
Michael Spielmann is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and 28 years of industry experience. His prior experience includes roles at LPL Financial and Strategic Financial Concepts, LLC. He serves as a board member of the Acadian Home Builders Association in Lafayette, LA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing both proprietary and third-party model strategies with flexible implementation options.
Aaron L
Series 66
Lafayette, LA
J.P. Morgan Securities
Aaron Latiolais is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Hancock Whitney Bank and Regions Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.
Ross C
Series 66
Lafayette, LA
Wells Fargo Advisors
Ross Champagne is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding a Series 66 designation and seven years of industry experience. He previously worked at Maddox & Associates and Wells Fargo Clearing before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services supported by proprietary research and tools.
Ronald H
Series 63, Series 66
Lafayette, LA
Edward Jones
Ronald Hebert is a financial advisor with Edward Jones in Lafayette, LA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1987. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.
Allison L
Series 66
Lafayette, LA
Ameriprise
Allison Le Blanc is a financial advisor with Ameriprise in Lafayette, LA, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she is involved in small business ownership and assists with bookkeeping and payroll management through two LLCs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.
Alexander T
Series 66
Lafayette, LA
LPL Financial
Alexander Thomas is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Gulf Coast Bank, Northwestern Mutual, and Merrill Lynch. Outside of finance, he spent ten years with Acadia Scrap and Salvage. 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 advisers. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies to support diversified investment strategies.
Hugh F
Series 63, Series 65
Lafayette, LA
Morgan Stanley
Hugh Fisher is a financial advisor with Morgan Stanley who holds the Series 63 and Series 65 designations and has 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2021, and previously spent 14 years with UBS Financial Services Inc. Outside of his advisory role, Fisher is involved in real estate through ownership and partnership interests in several entities based in Florida and Louisiana. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and tools to support client objectives and offers a broad range of investment and financial services.
Lauren T
Series 66
Lafayette, LA
Merrill
Lauren Taylor is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she has held roles at various firms and institutions, including Watson Wealth Management and Renaissance Publishing. Outside of her advisory work, she is active as an influencer in the fashion sector, posting clothing content and earning commissions. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services, supported by a wide array of program strategies and a platform integrated with Bank of America affiliates.
John R
Series 66
Lafayette, LA
Morgan Stanley
John Royall II is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support their advisory services.
Virgil W
Series 63, Series 65
Lafayette, LA
Morgan Stanley
Virgil Wright is a financial advisor with Morgan Stanley in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.
O'neal W
ChFC®, Series 63
Lafayette, LA
LPL Financial
O'neal Weber Jr. is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 57 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he has been involved in non-variable insurance businesses and serves as president of an investment-related insurance entity focusing on life, health, and disability insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.
Vance R
Series 63, Series 65
Lafayette, LA
Raymond James Financial
Vance Richard is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. His prior roles include positions at Iberia Financial Services, infinex Investments, and First Horizon Advisors. Richard serves as Treasurer on the Board of Directors for the Bank Insurance & Securities Association and owns VARCO of Acadiana, a business involved in buying and selling drill pipe in the energy industry. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad network of advisors and affiliated firms.
Allison W
Series 66
Lafayette, LA
Morgan Stanley
Allison Williams Fogg is a financial advisor at Morgan Stanley with four years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., with a combined tenure of 17 years across those roles. Her credential includes the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and models.
Michael G
Series 66
Lafayette, LA
Cetera
Michael Gurzi is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked with Cetera and its affiliates since 2019 and previously with Summit Financial Group Inc. from 2015 to 2021. Outside of his advisory role, Gurzi serves as the Aquatics Director for the Lafayette Consolidated Government Parks and Recreation Department, where he develops new swimming activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program structures and affiliations.
Mary L
Series 66
Lafayette, LA
Merrill
Mary Le Blanc is a Financial Advisor at Merrill Lynch Wealth Management, a position she has held since May 2017. She assists clients with investment and retirement planning by understanding their financial goals and objectives. As a Financial Advisor, Mary offers a comprehensive approach to managing wealth that begins with listening to clients' needs to ensure solutions are aligned with their individual objectives. Mary began her financial services career in 2009 and holds a Bachelor of Science degree in Business Administration from Northwestern State University of Louisiana. She has earned the CRPC® designation and is recognized as a Personal Investment Advisor (PIA). Her expertise includes helping clients develop short-, mid-, and long-term financial goals, with access to various financial solutions including banking, credit, home financing, and small business services. Mary resides in Lafayette with her three children and is actively involved in her community. She participates in organizations such as ACTs, One Acadiana, and St Jude's, and has previously served as local Chapter President for the Northwestern State Alumni Association of Lafayette. Mary is also involved with her local church, the ACTs community, and The Mardi Gras Krewe of RIO.
Blake H
ChFC®, Series 66
Lafayette, LA
OSAIC
Blake Harper is a financial advisor at OSAIC with seven years of industry experience. He holds the ChFC® designation and a Series 66 license. Prior to joining OSAIC in 2023, he worked at Royal Alliance for five years and has been involved with The Rock Financial Group since 2014. Harper is also the owner of Rock Private Wealth Management, LLC, where he serves as a financial advisor and insurance representative. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a variety of portfolio management options including access to third-party money managers and customized investment strategies.
Blair F
Series 66
St Martinville, LA
Edward Jones
Blair Faucheaux is a financial advisor at Edward Jones in St Martinville, Louisiana, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the Iberia Parish Assessors Office and several private companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services beyond advisory offerings.
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Finding advisors...
415 advisors near
70508
within the area shown on the map
Out of 400,000+ nationwide