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494 advisors near
70726
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Out of 400,000+ nationwide
Gilbert K
Series 63
Baton Rouge, LA
Primerica Advisors
Gilbert Key is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Ygnacio Y
Series 63
Baton Rouge, LA
Primerica Advisors
Ygnacio Yglesias is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 42 years of industry experience. He has been with Primerica Advisors since 1998 and associated with Primerica Financial Services since 1991. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.
Mary B
Series 63
Baton Rouge, LA
Primerica Advisors
Mary Bellanger is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding a Series 63 designation and 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.
Richard S
CFP®, ChFC®, Series 66
Baton Rouge, LA
Ameriprise
Richard Scarbrough is a financial advisor with Ameriprise Financial Services, LLC, holding CFP® and ChFC® designations and seven years of industry experience. Before joining Ameriprise in 2026, he worked at Edward Jones for seven years and at CERTREC - Southern Company for two years. Outside of advising, he is the owner of RAJAMA LLC, a property maintenance business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on providing written retirement income plans and ongoing advice based on dependable income sources and tax-aware withdrawal strategies.
Todd H
CFP®, Series 66
Baton Rouge, LA
Edward Jones
Todd Hymel is a financial advisor with Edward Jones in Baton Rouge, LA, holding the CFP® designation and Series 66 license. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Mickey G
Series 63
Baton Rouge, LA
LPL Financial
Mickey Guidry is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 designation and having 33 years of industry experience. His prior work includes roles at Altus Wealth Management and Geneos Wealth Management, along with two previous terms at LPL Financial. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.
Michael B
Series 66
Baton Rouge, LA
Cetera
Michael Breard is a financial advisor with Cetera, holding a Series 66 designation and bringing 24 years of industry experience. He has worked with Hays Breard Financial Group since 2009 and has been associated with Cetera and its affiliated entities since 2022. Outside of financial services, he is involved in managing interests in a restaurant and a data center, and he owns an LLC created to invest in Divergent Networks, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.
Sarah H
Series 66, Series 63
Baton Rouge, LA
UBS Financial Services
Sarah Hornsby is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. Her prior roles include positions at Bank of America, N.A. and Merrill. Outside of finance, she is involved in illustration work, assisting with creation, marketing, and sales at local events. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory solutions, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm offers a blend of wealth management and institutional trading capabilities, including market-making and futures commission merchant services.
Eric K
Series 63, Series 65
Baton Rouge, LA
LPL Financial
Eric King is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Grove Point Advisors, NEXT Financial Group, and Royal Capital Management Group. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across diverse asset allocation approaches.
George S
Series 63, Series 66
Baton Rouge, LA
Edward Jones
George Schwing Jr. is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is involved in an agricultural venture related to crop management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices, offering both discretionary and non-discretionary strategies along with affiliated mutual funds and proprietary investment options.
Clint G
CFP®, Series 66
Baton Rouge, LA
Cetera
Clint Gautreau is a CFP® professional with 12 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera Advisors LLC and Horizon Wealth Management since 2013. His outside activities include serving as a financial advisor for several entities operating under the Horizon Wealth Management umbrella. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.
Richard D
Baton Rouge, LA
Primerica Advisors
Richard Dugas is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of his advisory role, he is a partner in Accelerated Home Sales Solutions, LLC, based in Lincoln, NE. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation.
John N
Series 66
Baton Rouge, LA
JCN Financial & Tax Advisory Group, LLC
John Neyland is a financial advisor with JCN Financial & Tax Advisory Group, LLC, holding a Series 66 designation and over 20 years of industry experience. He has been with JCN Financial & Tax Advisory Group since 2015. Outside of advising, he serves as a trustee for the Norman Neyland Trust and works as a tax processor. JCN Financial & Tax Advisory Group provides discretionary investment management, wrap-fee services, and financial planning to individuals, businesses, trusts, estates, and charitable organizations. The firm employs fundamental and technical analysis across various investment strategies and manages portfolios with a range of asset types, including mutual funds, ETFs, equities, and structured notes.
Olivia N
Series 65
Baton Rouge, LA
JCN Financial & Tax Advisory Group, LLC
Olivia Neyland is a financial advisor at JCN Financial & Tax Advisory Group, LLC in Baton Rouge, LA. She holds a Series 65 designation and has been with the firm since 2019. Prior to her advisory role, she worked at Louisiana State University from 2014 to 2019. JCN Financial & Tax Advisory Group serves individuals, business entities, trusts, estates, and charitable organizations by offering discretionary investment management, wrap-fee investment services, and standalone financial planning and consulting. The firm uses fundamental and technical analysis across various investment strategies and manages approximately $121.6 million in discretionary assets.
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Finding advisors...
494 advisors near
70726
within the area shown on the map
Out of 400,000+ nationwide