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534 advisors near
70047
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Kirk D
Series 66
Metairie, LA
Edward Jones
Kirk Delaune is a financial advisor at Edward Jones in Metairie, LA, with 18 years of industry experience. He holds the Series 66 designation 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. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Alexandra T
Series 66
Marrero, LA
Edward Jones
Alexandra Theriot is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to her current role, she held positions including part-time in-home nanny and work at Country Day School of Baton Rouge. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.
Brock A
Series 66
La Place, LA
LPL Financial
Brock Anderson is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he is the owner and manager of Bull Eye Farms LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by model portfolios, research, and various technology tools.
Glenn G
Series 66
Metairie, LA
Cetera
Glenn Gillen Jr. is a financial advisor with Cetera, holding a Series 66 designation and currently in his first year of industry experience. His prior roles include positions at Viator Wealth Management Group and Cetera Wealth Services, as well as teaching positions at Loyola University New Orleans and Jesuit High School. He is also involved with Compass Capital Management, providing financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves 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 multi-manager platform with access to both affiliated and unaffiliated managers.
Rodolfo Z
Series 63, Series 65
Metaire, LA
LPL Financial
Rodolfo Zamora is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He joined LPL Financial in 2018 after two years at INVEST Financial Corporation. Outside of advisory services, he is the owner of Ben Zamora LLC, a business entity used for tax and investment purposes. 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, supported by research from LPL and third-party subadvisors.
Brian B
CFP®, Series 66
New Orleans, LA
LPL Financial
Brian Broussard is a Certified Financial Planner® with 28 years of industry experience, currently affiliated with LPL Financial since 2004. He serves as an adjunct professor at Tulane University’s A.B. Freeman School of Business, teaching courses related to equity investing and portfolio management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial services, utilizing model portfolios, third-party research, and technology-driven approaches.
Samuel P
Series 66
Metairie, LA
Charles Schwab
Samuel Pyanov is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, with prior roles at Wells Fargo Clearing Services and Axa Advisors. Outside of his advisory work, he co-founded Noviq LLC, a pharmaceuticals company, and owns Manage South LLC, which works on aircraft. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.
Adam S
Series 66
Metairie, LA
Edward Jones
Adam Stierwald is a financial advisor at Edward Jones in Metairie, LA, with 12 years at the firm and a total of 10 years of industry experience. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.
Kyle D
Series 66
Metairie, LA
Edward Jones
Kyle Delaune is a financial advisor with Edward Jones in Metairie, LA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Cumberland University, Eddie Bauer Inc., and Northwestern Mutual. Outside of his advisory role, he serves as an assistant wrestling coach at Brother Martin High School. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.
Frank B
Series 63, Series 65
Metairie, LA
OSAIC
Frank Briseno III is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for FSC Securities Corporation for 19 years. Outside of advisory services, he is an insurance agent and a partner in Briseno Investments LLC, which owns a small office building. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
Gordon B
CFP®, ChFC®, Series 63
Luling, LA
Edward Jones
Gordon Brown is a financial advisor at Edward Jones with 45 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.
Peyton T
Series 66
Metairie, LA
Edward Jones
Peyton Theriot is a Series 66-credentialed financial advisor with Edward Jones in Metairie, LA, having nine years of industry experience. He has been with Edward Jones since 2016. Theriot serves as secretary on the Archbishop Rummel Alumni Board and as treasurer for the Jefferson Children's Advocacy Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.
Richard R
PFS™, Series 65, Series 63
Kenner, LA
Cetera
Richard Reiser Jr. is a financial advisor with Cetera who holds the PFS™ designation and Series 63 and 65 licenses, bringing 20 years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and related entities for nearly two decades. He is also the owner of an accounting and tax preparation business operating since 1985. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and both affiliated and third-party investment managers.
Ricky H
Series 63, Series 66
Metairie, LA
Charles Schwab
Ricky Hu is a financial advisor with Charles Schwab in Metairie, LA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work includes roles at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade before joining Charles Schwab and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized operational infrastructure with multi-asset model portfolios and due diligence on alternative investments.
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Finding advisors...
534 advisors near
70047
within the area shown on the map
Out of 400,000+ nationwide