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102 advisors near
70364
within the area shown on the map
Out of 400,000+ nationwide
Michael W
Series 66
Thibodaux, LA
Ameriprise
Michael Waguespack is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise since 2012. Outside of his advisory role, Mr. Waguespack is involved in tax preparation through a CPA practice he co-owns and serves as CFO and treasurer for an industrial contracting firm. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Zachary L
ChFC®, Series 66
Houma, LA
Edward Jones
Zachary Lapeyrouse is a Series 66-licensed financial advisor with Edward Jones in Houma, Louisiana, bringing seven years of industry experience. He previously worked at Candies Shipbuilders, LLC for nine years before joining Edward Jones in 2018. Outside of his advisory role, he serves as Float Captain for the Krewe of Terreanians, managing budgeting and planning responsibilities. 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 supported by a nationwide network of more than 23,700 advisors.
Chasity C
Series 66
Raceland, LA
J.P. Morgan Securities
Chasity Collins is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 10 years of industry experience and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors.
Michele D
Series 66
Houma, LA
Morgan Stanley
Michele Dantin is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a part owner and director of Partek Laboratories, Inc., a private company specializing in metallurgy, metal testing, and welding certification. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based modeling techniques.
Jacques R
Series 66
Thibodaux, LA
Ameriprise
Jacques Rathle is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Callais Capital Management and Auburn Swim Camp. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that includes written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Kirby R
CFP®, Series 63
Houma, LA
LPL Financial
Kirby Rhodes III is a CFP® professional with 22 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services for over two decades before joining LPL Financial in 2024. Rhodes also operates Trinitas Wealth Management, a business related to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.
Paul M
Series 66
Thibodaux, LA
Ameriprise
Paul Mazarac is a Series 66 credentialed financial advisor with Ameriprise, based in Thibodaux, Louisiana, and has four years of industry experience. Prior to joining Ameriprise in 2021, he held roles outside the financial sector, including at Da Swamp Trampoline Park and Moe's Southwest Grill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.
Trent B
Series 66
Houma, LA
LPL Financial
Trent Brady is a financial advisor with LPL Financial in Houma, Louisiana, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Morgan Stanley and Callais Capital Management. Outside of his advisory work, Brady owns two small businesses, Steady Shot IP and Outdoor Sporting Products. 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 portfolios, and institutional platforms, supported by extensive investment tools and a large network of advisors.
Melissa T
Series 66
Houma, LA
Edward Jones
Melissa Trosclair is a Series 66 licensed financial advisor with Edward Jones in Houma, LA. She has 20 years of experience with Edward Jones, having been with the firm since 2006. 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 offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Marguerite K
Series 63, Series 65
Houma, LA
Morgan Stanley
Marguerite Knight is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its related entities since 2011. Outside of her advisory role, she is involved in several community and civic positions, including serving on the City of Thibodaux Board of Adjustments and presiding over the Lafourche Parish Tourist Commission. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning tools and advisory services without providing individual security recommendations within its standalone planning offerings.
Gilbert D
Series 66
Houma, LA
Edward Jones
Gilbert Dardar Jr. is a financial advisor with Edward Jones in Houma, Louisiana, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Edison Chouest Offshore from 2013 to 2017. He is also a director at Louisiana State Police Troop C Grant-A-Wish LA, an organization that helps organize wishes for children with terminal or life-threatening illnesses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Samuel R
CFP®, Series 66
Thibodaux, LA
Edward Jones
Samuel Rodrigue is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 license and is based in Thibodaux, Louisiana. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.
Cade B
Series 63, Series 65, Series 66
Thibodaux, LA
Ameriprise
Cade Babineaux is a financial advisor with Ameriprise Financial Services, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior work includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is co-owner of two non-investment-related businesses in Louisiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
April B
Series 66
Houma, LA
Ameriprise
April Blanton is a financial advisor with Ameriprise in Houma, Louisiana, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she participates in Leadership Terrebonne, a community program focused on local development and leadership skills. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service designed for clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.
Angela B
Series 66
Houma, LA
Edward Jones
Angela Blanchard is a financial advisor at Edward Jones in Houma, Louisiana, with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. 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, supported by a large network of financial advisors and branch offices across the United States.
Christopher D
Series 63
Houma, LA
LPL Financial
Christopher Domangue is a financial advisor with LPL Financial, holding a Series 63 designation and 22 years of industry experience. He has been with LPL Financial since 2004. Outside of advising, he serves as a non-profit board member for the Bayou Lafourche Freshwater District and performs notary public services. 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. The firm offers a range of financial planning and asset management solutions and supports its advisors with research, technology, and various financial products.
Lauren M
Series 66
Houma, LA
J.P. Morgan Securities
Lauren Michel is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2014, with prior experience at JPMorgan Chase Bank, N.A. from 2010 to 2019. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.
Michael B
Series 66
Thibodaux, LA
Edward Jones
Michael Bordelon is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016, following two years at Gulf Island Fabricators Inc / Dolphin Steel Sales, LLC. Edward Jones is a full-service wealth management firm serving more than 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 nationwide.
Paul A
PFS™
Thibodaux, LA
Cetera
Paul Arceneaux is a financial advisor with Cetera who holds the PFS™ designation and has two years of industry experience. He has prior experience with Avantax Advisory Services and MassMutual and currently serves as a member and sole practitioner of an estate planning law office, providing individual clients with estate planning services. He also advises the Bureau of Ocean Energy Management on regulatory matters related to offshore oil and gas leases. Cetera Investment Advisers LLC 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 large network of independent advisors and employs a multi-manager platform with various program options and investment strategies.
Kassi H
Series 66
Houma, LA
Raymond James & Associates
Kassi Harrington is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James & Associates since 2013, based in Houma, Louisiana. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
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Finding advisors...
102 advisors near
70364
within the area shown on the map
Out of 400,000+ nationwide