Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

415 advisors near
70508

Out of 400,000+ nationwide

user avatar
firm logo

Brandon H

Series 63, Series 66

Lafayette, LA

Cetera

Brandon Hyde is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and Cetera Investment Services LLC since 2022. He also serves as a private wealth banker at Hancock Whitney Bank, where he works with commercial and consumer lending, depository relationships, and collaborates with the trust department and asset management team. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform providing access to affiliated and third-party managers, with a range of program options and over $256 billion in assets under management.

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

Leland D

Lafayette, LA

Primerica Advisors

Leland Dohmann is a financial advisor with Primerica Advisors in Opelousas, Louisiana, holding 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of his advisory role, he receives non-investment related compensation for part-time referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Vincent L

Series 63, Series 65, Series 66

Lafayette, LA

Ameriprise

Vincent Lauer is a financial advisor with Ameriprise in Lafayette, LA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise in 2025. Outside of his advisory role, he is involved in business ownership through Lauer Investments LLC and co-owns a retail business, Lauer and Leach. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written recommendation reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered by a centralized consulting team, with a focus on assets held in Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Nichole B

Series 66

Abbeville, LA

Edward Jones

Nichole Bazar is a financial advisor at Edward Jones in Abbeville, LA, holding a Series 66 license with four years of industry experience. She is a part owner and vice president of Brasseux's True Value Hardware Store, a family business in her local community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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

Phillip L

Series 66

Lafayette, LA

Cambridge Investment Research Advisors

Phillip Leblanc is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 23 years of industry experience. He is also a CPA with an accounting firm, Thibodaux Hebert Deshotels LeBlanc, where he provides tax consulting services. In addition to his advisory role, he operates a CPA practice and has interests in payroll processing and independent insurance agency work. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement services through a network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms, combining proprietary models with access to third-party strategists.

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

Phillip V

Series 66

Lafayette, LA

Cetera

Phillip Vidrine is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. His work history includes roles at Hancock Whitney Bank, First Horizon, State Farm VP Management Corp, and the Scotty Doucet Insurance Agency. He also spent eight years associated with Teurlings Catholic and the University of Louisiana at Lafayette. 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 financial planning services through a large network of independent advisors and provides access to both affiliated and third-party managers across multiple 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

Kevin B

Series 65, Series 63

Lafayette, LA

LPL Financial

Kevin Bellard is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 credentials. He has four years of industry experience, including prior roles at First Horizon Bank and J.P. Morgan Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, and corporations. The firm offers a wide range of advisory programs, financial planning services, and portfolio management solutions supported by research and technology.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Jared L

Series 63

Lafayette, LA

LPL Financial

Jared Labue is a financial advisor with LPL Financial in Lafayette, LA, holding a Series 63 designation and 20 years of industry experience. He has previously worked at First Horizon Advisors, Iberia Wealth Advisors, and Hancock/Whitney Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Paula P

Series 66

Lafayette, LA

Cambridge Investment Research Advisors

Paula Prejean is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Lafayette, LA, bringing eight years of experience in the industry. She is also a CPA and partner at Thibodaux Hebert Deshotel Leblanc, a CPA firm where she has worked since 1995. In addition to her advisory roles, she owns and operates The Upper Room Cafe, a local coffee and tea café that also offers minister opportunities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through a network of independent professionals, utilizing both proprietary and third-party strategies with various custody and platform options.

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

Ryan K

Series 66, Series 63

Lafayette, LA

Ameriprise

Ryan Kayfes is a financial advisor with Ameriprise in Lafayette, LA, holding Series 66 and Series 63 designations and 12 years of industry experience. He has worked at Ameriprise since 2018, following a four-year period at Scottrade. Outside of advisory work, he owns 1917 Consulting, LLC, which provides recruiting and consulting services to support Ameriprise independent advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service that offers personalized retirement income planning with a focus on tax-aware withdrawal strategies and dependable income sources.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Amy H

Series 66

Lafayette, LA

Ameriprise

Amy Hayes is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 27 years of industry experience. She previously managed her own advisory firm, AEH Wealth Management LLC, and has held positions at several related firms since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

Randall B

Series 66

Lafayette, LA

Merrill

Randall Burge is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2002, continuing a family legacy in investment management. As a qualified Portfolio Manager, he provides traditional financial advice and guidance while also building and managing personalized or defined investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. He services clients through the firm’s Investment Advisory Program, where he may manage strategies on a discretionary basis. Randall’s expertise encompasses family wealth management, retirement income planning, tax minimization, portfolio management, and consulting on institutional and corporate benefit services, including defined benefit and defined contribution plans. He holds professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree in International Trade & Finance from Louisiana State University, where he was awarded a University Medal. Randall resides in Lafayette with his wife, Stephanie, and their two children, Beckett and Isabelle. His personal interests include boating, spending time with family, and traveling.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Parents
firm logo

Aaron O

CFP®, Series 63, Series 66

New Iberia, LA

Edward Jones

Aaron Ogea is a CFP® professional with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his financial advisory role, Aaron is involved as a stylist with J. Hilburn, a custom clothing business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business succession planning Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner
user avatar
firm logo

Troy B

Series 63

Lafayette, LA

Mass Mutual Investors Services

Troy Bergeron is a financial advisor with Mass Mutual Investors Services in Lafayette, LA, holding a Series 63 designation and bringing 34 years of industry experience. His career includes 15 years with MetLife Securities and over nine years with Mass Mutual Investors Services. Outside of his financial work, he assists with home health care activities for his father. 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 programs with a collaborative, goal-oriented approach.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Raquel K

Series 66

Lafayette, LA

Raymond James & Associates

Raquel Kusy is a financial advisor at Raymond James & Associates with eight years of industry experience and a Series 66 designation. She has been with Raymond James & Associates since 2016. Raymond James & Associates 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 clients, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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

Lacy F

Series 63

Lafayette, LA

Morgan Stanley

Lacy Foreman Labbe is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 63 designation and has worked at UBS Financial Services and Morgan Stanley Smith Barney prior to her current roles. Outside of her advisory work, she is the sole proprietor of a construction and engineering business in Louisiana. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
firm logo

Andre H

Series 66

Lafayette, LA

Edward Jones

Andre Hebert is a financial advisor at Edward Jones in Lafayette, LA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. 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 solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy Business exit / sale strategy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
firm logo

Ceata H

CFP®, Series 66

Lafayette, LA

Edward Jones

Ceata Hackett is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Lafayette, LA, with two years of industry experience. She previously worked at Edward Jones from 2001 to 2024 and spent ten years at Teurlings Catholic High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with a large network of financial advisors and branch offices across the country.

General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Shelby F

Series 66

Lafayette, LA

Cetera

Shelby Fisher is a financial advisor at Cetera with two years of industry experience. They hold a Series 66 designation and have worked previously in banking and automotive sectors, including positions at Hancock Whitney Bank and Sterling Automotive Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.

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

Dudley L

Series 63, Series 66

Lafayette, LA

Wells Fargo Advisors

Dudley Labauve III is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Summit Brokerage Services Inc, and UBS Financial Services. Outside of his advisory role, he owns and operates a residential construction business specializing in custom homes. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients with investment and fee-based financial planning services. The firm offers a wide range of planning options, including niche areas such as business-owner transition and special-needs analysis, utilizing proprietary research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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")