Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

693 advisors near
70801

Out of 400,000+ nationwide

user avatar
firm logo

John M

Series 63

Denham Springs, LA

Cetera

John Mcpherson Jr. is a financial advisor with Cetera in Denham Springs, LA, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over three decades. Outside of advising, he is involved in income tax preparation and bookkeeping through his own LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, employing a multi-manager platform with various program structures and investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Paul D

CFP®, Series 66

Baton Rouge, LA

LPL Financial

Paul Delord is a CFP® with six years of industry experience, currently affiliated with LPL Financial in Baton Rouge, LA. His career includes roles at First Horizon Bank, Cetera, and Hancock Whitney, with a combined banking and investment services background spanning over a decade. 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 financial planning and investment management services, including model portfolios, third-party asset management access, and institutional platforms, supported by a large network of advisors and advanced research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Christopher P

Series 66, Series 63

Baton Rouge, LA

J.P. Morgan Securities

Christopher Prudhomme is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes long tenures at Nylife Securities LLC and New York Life Insurance Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Kyle H

CFP®, Series 66

Baton Rouge, LA

Raymond James & Associates

Kyle Hawthorne is a CFP® with 12 years of industry experience, currently affiliated with Raymond James & Associates, where he has worked since 2017. Prior to that, he held roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is the member and manager of KBRK, LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Thomas F

Series 63, Series 66

Baton Rouge, LA

Cetera

Thomas Fereday is a financial advisor with Cetera, holding Series 63 and Series 66 designations and six years of industry experience. He has been with Cetera and its related entities since 2022 and also has a background at Hancock Whitney Bank dating back to 2012. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Bradly B

Series 66

Baton Rouge, LA

J.P. Morgan Securities

Bradly Bourg is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at Cadence Bank and the Office of Congressman Garret Graves. 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 delivers these services on a non-discretionary basis while combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Olivia O

Series 63, Series 65

Baton Rouge, LA

J.P. Morgan Securities

Olivia Olinde is a financial advisor with J.P. Morgan Securities in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having seven years of industry experience. Prior to joining J.P. Morgan in 2019, she worked at Business First Bank from 2016 to 2019. Outside of her advisory role, Olinde serves on the board of GBRFB Mission Support, a nonprofit supporting the Greater Baton Rouge Food Bank, and participates on the Food Bank’s Investment Committee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Paul M

Series 63

Baton Rouge, LA

UBS Financial Services

Paul Mascagni is a financial advisor with UBS Financial Services in Baton Rouge, LA. He holds a Series 63 designation and has 26 years of industry experience, including 20 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning, portfolio management, and access to proprietary research.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Wesley W

Series 66

Brusly, LA

Edward Jones

Wesley Watts is a financial advisor with Edward Jones in Brusly, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served on the West Baton Rouge Parish School Board for eight years. Watts also provides keynote speeches, leadership training, and consulting services for education companies and leads weekly virtual Bible study sessions for school leaders across multiple states. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Linda R

Series 63, Series 65

Baton Rouge, LA

LPL Financial

Linda Rodosta is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. She has been with LPL Financial since 2008 and previously worked at Edward Jones. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Floyd B

ChFC®, Series 63, Series 65

Baton Rouge, LA

Cambridge Investment Research Advisors

Floyd Bernard Jr. is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience and previously worked at firms including Concourse Financial Group Securities and Institutional Securities Corp. Bernard also has involvement in consulting and coaching through his ownership of Benchmark Owner Advisory, LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a network of independent Financial Professionals and provides access to both proprietary and third-party investment strategies across multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Filippo F

Series 66

Baton Rouge, LA

LPL Financial

Filippo Feoli is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 66 designation and five years of industry experience. His career includes roles at First Horizon, Iberia Bank, Pan American Life Insurance Group, John Hopkins University, and Shearman & Sterling LLP. 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 advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Troy A

Series 63, Series 66

Baton Rouge, LA

Raymond James Financial

Troy Aucoin is a financial advisor with Raymond James Financial Services Advisors, Inc. in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes nearly two decades at Edward Jones and roles at Commonwealth Financial Network and his own firm, Aucoin Wealth Management, LLC. He is also the founder and president of TJALOGISTICS, where he manages financial responsibilities and business development. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a broad range of clients, including individuals, institutions, and charitable organizations. The firm offers non-discretionary advisory services supported by analytical tools and emphasizes technology, cybersecurity, and municipal advisory capabilities.

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

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

David B

Series 63, Series 65

Baton Rouge, LA

Raymond James & Associates

David Broussard is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Broussard also serves as a board member for Evergreen Working Capital and is a partner in JKS Hodges LLC, a business he co-owns with his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through various advisory programs and emphasizes tailored, non-discretionary client-focused strategies supported by extensive research and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Brendan H

CFP®, Series 66

Baton Rouge, LA

Cetera

Brendan Hays is a CFP® professional with two years of industry experience, currently affiliated with Cetera in Baton Rouge, LA. His work history includes roles at T.A. Breaux Investments and Cetera Wealth Services, as well as assisting with financial planning and administrative duties at Hays Breard Financial Group. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and consulting services through a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Robert S

Series 63, Series 66

Denham Springs, LA

Cetera

Robert Smith is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has been with Cetera and its related entities since 2013 and has additional work history with Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")