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51 advisors near
70563
within the area shown on the map
Out of 400,000+ nationwide
Jamielle W
Series 66
Broussard, LA
Cetera
Jamielle Wiltz is a financial advisor with Cetera, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Cetera, they worked at LPL Enterprise LLC and have experience in various roles including positions at Regions Bank and Primerica. Wiltz has also been involved with the Louisiana High School Officials Association. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and oversees more than $256 billion in assets across more than 10,000 advisors.
Christopher Q
Series 63
Broussard, LA
Cetera
Christopher Quebedeau is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has worked with Cetera Advisors LLC since 2014. Outside of his advisory role, he is a Chartered Divorce Financial Analyst, providing financial analysis to support divorce settlement cases. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary investment strategies.
Jerry L
Series 63, Series 66
Lafayette, LA
LPL Financial
Jerry Lynn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Kestra Advisory, Kestra Investment Services, and Edward Jones, among other firms. Lynn is also involved with Heritage Wealth Management LLC, which functions as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools while accommodating customized investment strategies.
Gerald B
Series 66
New Iberia, LA
Cetera
Gerald Beaullieu IV is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Avantax Advisory Services, 1st Global Advisors, and a longstanding position at Cosource Financial Group. He serves as a state representative for Louisiana’s District 48 and is active on the endowment board of Sacred Heart of Jesus Catholic Church, among other community and civic involvements. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, corporate, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.
Carlo B
Series 66
Lafayette, LA
LPL Financial
Carlo Bentley is a financial advisor at LPL Financial with 19 years of industry experience. He previously spent 16 years at Prospera Financial before joining LPL Financial in 2023. Bentley holds the Series 66 designation. 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 range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers.
Margery L
Series 66
New Iberia, LA
Edward Jones
Margery Le Blanc is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked for Bristow US LLC for ten years. Outside of her advisory role, she is involved as a member of a family LLC that manages oil royalties and holds an undivided interest in a sugar cane land cooperative. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supporting a large network of financial advisors and branch offices nationwide.
Raymond R
CFP®, Series 66
New Iberia, LA
Edward Jones
Raymond Romero III is a CFP® professional with eight years of experience in the financial industry, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked at inVentiv Health and briefly operated a career coaching business assisting job seekers with resume review and interview skills. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and maintaining a large national network of financial advisors and branch offices. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products under a fiduciary standard.
Joshua P
Series 66
New Iberia, LA
Ameriprise
Joshua Perello is a financial advisor with Ameriprise in New Iberia, Louisiana, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services and Edward Jones. He is also an owner of Live Oak Wealth Partners, an advisory business. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized, non-discretionary retirement income advice.
Beau L
CFP®, Series 66
St Martinville, LA
Edward Jones
Beau Lasseigne is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Baker Hughes for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including wrap fee strategies, 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.
Craig V
Series 66
New Iberia, LA
Cetera
Craig Viator is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple firms, including Avantax and 1st Global Advisors, and is also a partner and tax manager at Broussard, Poche, Lewis & Breaux, LLP, a public accounting firm. Viator serves as treasurer of the Optimist Club of New Iberia, a local youth service organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.
Barry U
Series 63, Series 66
Lafayette, LA
Edward Jones
Barry Uze is a financial advisor at Edward Jones in Lafayette, LA, with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 1999. Outside of his advisory work, he is a trustee and owner of the Broussard family farm in Kaplan, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.
Arthur M
Series 66
New Iberia, LA
Cetera
Arthur Mixon is a financial advisor with Cetera, holding a Series 66 credential and 14 years of industry experience. He has worked previously at Avantax Investment Services and 1ST Global Capital Corp., and he maintains partnerships in CPA firms and wealth management services based in New Iberia, Louisiana. Outside his advisory role, he is a partner in Kolder Slaven and Company LLC, a CPA firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Lanie K
Series 66
New Iberia, LA
LPL Financial
Lanie Kipp is a financial advisor with LPL Financial in New Iberia, LA, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining LPL Financial, she worked at First Horizon Bank and the Cardiovascular Institute of the South. 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 and access to various managed portfolio programs.
Karl V
ChFC®, Series 63
New Iberia, LA
LPL Enterprise
Karl Vincent is a financial advisor with LPL Enterprise, holding the ChFC® designation and over 43 years of industry experience. He previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for several decades. Vincent also operates a property and casualty insurance agency, representing Liberty Mutual/Comparion for more than 20 years. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and related insurance and trust services.
Michelle D
Series 66
New Iberia, LA
Cetera
Michelle Derouen is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 designation. She has worked at multiple firms, including KCS Wealth Advisors LLC DBA Kore Financial Group and Avantax Advisory Services. Outside of her financial advisory roles, she serves as a board member of the American Cancer Society in Lafayette and is involved with the Junior League of Lafayette. She is also an artist and owner of ChelleBelle1812 Art, creating local artwork with her mother. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment options, including discretionary and non-discretionary portfolio management, and manages over $256 billion in assets through a network of more than 10,000 advisors.
Matthew V
Series 66
New Iberia, LA
Edward Jones
Matthew Valls is a financial advisor with Edward Jones in New Iberia, LA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as a member of the St. Edwards School Finance Committee in New Iberia. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Robert B
Series 66
New Iberia, LA
Edward Jones
Robert Burke is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he held positions with the State of Louisiana and Louisiana State University while serving in the U.S. Army Reserve since 2013. 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 supports its advisory services through a broad network of financial advisors and branch offices nationwide.
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.
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.
Kyli V
Series 66
New Iberia, LA
Edward Jones
Kyli Vaughn is a financial advisor with Edward Jones in New Iberia, Louisiana, holding a Series 66 designation and 17 years of industry experience. She previously worked at UBS Financial Services Inc for eight years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across all wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and supports its clients through a large network of financial advisors and branch offices nationwide.
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Finding advisors...
51 advisors near
70563
within the area shown on the map
Out of 400,000+ nationwide