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409 advisors near
70518
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Out of 400,000+ nationwide
Rhett H
CFP®, ChFC®, Series 63, Series 66
Lafayette, LA
Edward Jones
Rhett Hackett is a CFP® and ChFC® with 25 years of experience in financial advising, all of which have been with Edward Jones since 2000. He is based in Lafayette, LA, and also serves as a college instructor for nine hours per year outside of trading hours. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large national network of advisors and branch offices.
Thomas W
Series 66
Lafayette, LA
LPL Financial
Thomas Webre is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including First Horizon Advisors, infinex Investments, Iberia Bank, and ProEquities. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.
Stephen S
Series 63, Series 66
Lafayette, LA
Edward Jones
Stephen Sexton is a financial advisor at Edward Jones in Lafayette, LA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Kylie T
Series 66
Saint Martinville, LA
RBC Capital Markets
Kylie Talley is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and the Louisiana Attorney General's Office. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.
John L
CFP®, Series 66
Lafayette, LA
J.P. Morgan Securities
John Landry Jr. is a CFP® with 17 years of experience in the financial services industry. He has worked at J.P. Morgan Securities since 2012 and is also affiliated with Jpmorgan Chase Bank, N.A. Outside of his advisory role, he was involved with St. Joe Properties LLC from 2020 to 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Brady B
ChFC®, Series 63, Series 66
Lafayette, LA
Cetera
Brady Broussard is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, and has 40 years of industry experience. He has worked at Camellia Advisory and Cetera Wealth Services, and has operated Lifesource Financial Partners since 2010. Broussard also teaches a retirement planning course at a local university twice a year. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary authorities.
Ken M
Series 63, Series 65
Lafayette, LA
Wells Fargo Advisors
Ken Meyers is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisor role, Meyers is involved in investment-related entrepreneurial activities, including ownership interests in Acadiana Wealth Advisors, LLC and Meyers Investments, LLC, as well as a house-flipping business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.
Damon S
Series 63, Series 65
Lafayette, LA
Merrill
Damon Scimemi serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides goals-based wealth management services to a diverse clientele, including affluent families, oil field personnel, accomplished professionals, and successful business owners. He employs a disciplined approach to investing and offers customized advice to help clients pursue their financial objectives. Before joining Merrill Lynch in 1995, Damon spent six years as an Independent Agent selling health, disability, and life insurance in Lafayette, Louisiana. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Alfred M Barbe High School. Damon participates in community activities through his involvement with the DREAMS Foundation and Holy Cross Church. Outside of his professional commitments, he enjoys boating, fishing, hunting, reading, scuba diving, and spending time with his family.
Thomas M
ChFC®, Series 63
Lafayette, LA
LPL Financial
Thomas Maggio is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 57 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with an insurance agency operating under the name Weber and Maggio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Cory L
Series 66
Lafayette, LA
Raymond James & Associates
Cory Lavergne is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. Prior to joining Raymond James in 2017, he worked at Halliburton for three years. Lavergne serves as a board member of the Cathedral-Carmel Foundation, where he participates in managing investments for the school's foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.
Curt A
CFP®, Series 63, Series 65
Lafayette, LA
Raymond James Financial
Curt Arcement is a CFP® professional with 29 years of experience in financial advising, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Investment Partners of Acadiana, LLC for seven years. Outside of his advisory role, he is involved in several business ventures, including co-ownership of a mixed martial arts gym and a fight promotion company, as well as providing accounting and business consulting services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and consulting, using analytical tools and risk profiling to support clients’ goals, and features specialized programs such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.
Andrew G
Series 63, Series 66
Lafayette, LA
Raymond James & Associates
Andrew Gutierrez is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its affiliated entities for over a decade before joining Raymond James. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Christopher B
Series 66
Lafayette, LA
Raymond James Financial
Christopher Bienvenu is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. His prior experience includes tenure at Commonwealth Financial Network and Edward Jones. He is the owner and president of Bienvenu Wealth Management, LLC, where he manages the day-to-day operations of a financial advising practice. 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 offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through unique affiliations.
Chase B
Series 66
New Iberia, LA
Cetera
Chase Buteaux is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior roles include positions at J.P. Morgan Securities, Raymond James Financial Services, and Avantax firms. He is also associated with CoSource Financial Group LLC, where he provides financial planning services for business and individual clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.
Clayton B
Series 63, Series 66
Lafayette, LA
Edward Jones
Clayton Begnaud is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at inVentiv Health for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
James R
Series 66
Lafayette, LA
Mass Mutual Investors Services
James Ryan is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds a Series 66 designation and has worked at MML Investors Services, LLC since 2017, following a year at MSI Financial Services, Inc. In addition to his advisory role, he owns Jack Ryan Financial Group LLC, a financial planning practice based in Lafayette, LA. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual planning engagements using firm-approved tools and focuses on recommending investment categories and strategies without investment discretion.
Shawn H
Series 63, Series 65
New Iberia, LA
Cetera
Shawn Harrison is a financial advisor at Cetera with Series 63 and 65 credentials and 26 years of industry experience. He previously worked at Avantax Advisory Services and 1st Global Advisors, and he manages Cosource Financial Group, which provides retirement plan consulting and financial planning services. Harrison serves on the boards of Delta Waterfowl and Upside Downs, nonprofit organizations focused on waterfowl conservation and Down syndrome awareness, respectively. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers, serving individual, corporate, charitable, and institutional clients through a multi-manager platform.
Eugene D
Series 66
Lafayette, LA
Cetera
Eugene Darnall III is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. His career includes roles at Avantax Investment Services, 1st Global Advisors, and a longstanding involvement with Darnall, Sikes & Frederick CPAs. He is a general partner and manager of Cutrone/Carline Properties, a limited partnership involved in land investments. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through a large network of advisors.
Matthew B
CFP®, Series 63, Series 65
Lafayette, LA
Cetera
Matthew Boudreaux is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked with Avantax Investment Services and 1st Global Advisors, among other firms. Boudreaux is also an investment committee member for the Community Foundation of Acadiana. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Jeffrey G
Series 63, Series 66
Lafayette, LA
Charles Schwab
Jeffrey Gunnels is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Schwab since 2020, following prior roles at TD Ameritrade and Scottrade. Outside of his advisory work, he owns JLG Ventures LLC, an entity established for liability and tax purposes related to his independent broker relationship. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized operational support.
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Finding advisors...
409 advisors near
70518
within the area shown on the map
Out of 400,000+ nationwide