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412 advisors near
70592
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Randy H
Series 66
Lafayette, LA
Simplicity wealth
Randy Hux is a financial advisor at Simplicity Wealth with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at Hux Capital Management, Hart Financial, LLC, and Merrill. Outside of his advisory work, he is an owner and insurance agent at Hux Capital Management. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and selected individual securities, along with model portfolios that are continuously monitored and rebalanced. It also offers technology and operational services to other advisers through its managed account platform.
Kevin G
Series 66
Lafayette, LA
B. Riley Wealth Advisors, Inc.
Kevin Gayle Jr. is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 credential and bringing 24 years of industry experience. He has been with B. Riley Wealth Management since 2014 and joined B. Riley Wealth Advisors in 2022. Outside of his advisory role, he serves on the board of directors for a family land holding company. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through around 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with a broad range of advisory programs and financial solutions.
Michael G
Series 63, Series 66
Broussard, LA
Prospera Financial Services, inc.
Michael Goff is a financial advisor with Prospera Financial Services, Inc. in Broussard, Louisiana, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 21 years before joining Prospera in 2019. Outside of his advisory work, he serves as a board member of the Le Triomphe Homeowners Association. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.
Travis G
Series 63, Series 65
Lafayette, LA
Prospera Financial Services, inc.
Travis Godley is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at UBS Financial Services and Edward Jones before joining Prospera in 2017. Godley serves as a board member of Hospice of Acadiana and is involved in a partnership operating Gardenview & Greenpoints Assisted Living, a non-investment-related business. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Patricia B
Series 66
Lafayette, LA
Elevation Point Wealth Partners, LLC
Patricia Barnett is a financial advisor at Elevation Point Wealth Partners, LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 14 years before joining her current firm in 2025. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through programmatic offerings, focusing on model portfolios that employ tactical asset allocation across various investment vehicles and include alternative and private-market opportunities.
Coy W
Series 63, Series 66
Lafayette, LA
Prospera Financial Services, inc.
Coy Watson is a financial advisor with Prospera Financial Services, Inc. in Lafayette, LA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Edward Jones for 18 years before joining Prospera in 2019. Outside of advising, Mr. Watson is involved in a non-investment business as a musician and participates in a separate business entity, Walala, LLC. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Brandon P
Series 66
Lafayette, LA
Cetera Planning Partners
Brandon Porter is a financial advisor at Cetera Planning Partners with six years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services and related firms. In addition to his advisory role, he is an income partner at a CPA firm, Darnall, Sikes and Frederick, where he is involved in tax preparation, accounting, and business consulting. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios aligned with client objectives and offers ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.
Ronald L
Series 66
Lafayette, LA
Newedge Advisors
Ronald Lege is a Series 66-licensed financial advisor at NewEdge Advisors with 24 years of industry experience. He previously worked at LPL Financial for 13 years and has been with Ahrens Investment Partners, LLC since 2015. He is also involved in tax preparation and has operated a CPA entity in Lafayette, LA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through independent representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.
Ronald P
Lafayette, LA
Newedge Advisors
Ronald Prejean is a financial advisor at NewEdge Advisors with seven years of industry experience. He previously operated Prejean Direct Inc. and worked at Prejean Company Acc Pa for nearly three decades. Outside of advising, he is a partner in several businesses, including oil and gas investments and a medical clinic. NewEdge Advisors is a large registered investment adviser serving individuals, plans, corporations, and organizations through independent advisers. The firm offers various portfolio management and consulting services, employing multiple program structures and technology tools to support client and advisor needs.
Brady A
Series 66
Lafayette, LA
Empower Advisory Group
Brady Aymond is a financial advisor at Empower Advisory Group with 15 years of industry experience and a Series 66 designation. He has previously worked at Fidelity Investments, Hancock/Whitney Bank, BANK of AMERICA, N.A., and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Johnny C
Series 66
Abbeville, LA
Eagle Strategies (NY Life)
Johnny Choate is a financial advisor with Eagle Strategies (NY Life) based in Abbeville, Louisiana, holding a Series 66 license and 16 years of industry experience. He has worked with Eagle Strategies since 2013 and New York Life Insurance Company since 2010. Outside of his advisory role, Choate serves as a Justice of the Peace in Vermilion Parish and owns a beef cattle and aquaculture farm. Eagle Strategies serves a broad client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its regulatory assets on a non-discretionary basis.
Randall H
Series 66
Lafayette, LA
Eagle Strategies (NY Life)
Randall Hopkins is a financial advisor with Eagle Strategies (New York Life) in Lafayette, Louisiana, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he is also engaged in insurance brokering with outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.
Christine B
Series 66
Lafayette, LA
Cetera Planning Partners
Christine Berwick is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and six years of industry experience. She has held positions with various Cetera and Avantax entities since 2019. Berwick is also a partner at Darnall, Sikes & Frederick CPAs, where she has worked since 2007 and serves as a referring financial advisor through Darnall Sikes Wealth Partners LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning and preparation, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment process centered on diversified allocations aligned with client objectives and risk tolerance.
Austin H
Series 66
Lafayette, LA
Commonwealth Financial Network
Austin Hebert is a financial advisor with Commonwealth Financial Network in Lafayette, LA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at 4th Quarter Wealth Management, Commonwealth Financial Services, and Ross Bernard State Farm LLC. Hebert is also involved in fixed insurance sales, dedicating part of his professional time to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, technology, compliance, and practice-management support while enabling advisors to deliver customized portfolio solutions.
Adam W
Series 66
Lafayette, LA
Empower Advisory Group
Adam Whelan is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work includes roles at Knights of Columbus and FOCUS Catholic. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms.
Christopher M
Series 66
Lafayette, LA
Cetera Planning Partners
Christopher Miller is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding a Series 66 designation and over 20 years of industry experience. He has worked with several firms including Avantax and 1st Global Advisors, and he is also a partner at the CPA firm Darnall, Sikes, Gardes & Frederick. Miller serves as a board member for the Ross Granger Memorial Fund, a nonprofit supporting individuals battling cancer. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with a range of services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment process emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance, supported by tax planning, bookkeeping, payroll, and estate-planning services.
Benjamin B
Series 66
Lafayette, LA
Cetera Planning Partners
Benjamin Baudoin is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds a Series 66 license and has worked with several related firms, including Avantax Planning Partners and Cetera Wealth Services. Outside of his advisory role, he serves on the board of the Beaver Club of Lafayette, a nonprofit organization focused on supporting youth activities in the community. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm employs a diversified investment approach based on mutual funds and ETFs tailored to client objectives and risk tolerance, supported by a larger Cetera network with additional tax, bookkeeping, and estate-planning services.
Jeremy M
Series 66
Lafayette, LA
Cetera Planning Partners
Jeremy Meaux is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding a Series 66 designation and seven years of industry experience. He has worked with multiple firms including Avantax Planning Partners and Cetera Wealth Services. Meaux is also a shareholder at Darnall, Sikes & Frederick, a CPA firm providing tax, audit, and consulting services, where he participates in management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with comprehensive financial planning, investment management, and retirement-related advice. The firm integrates a document-driven planning process with diversified investment allocations and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.
Jennifer Z
CFP®, PFS™, Series 66
Lafayette, LA
Cetera Planning Partners
Jennifer Ziegler is a CFP® and PFS™ credentialed financial advisor with 25 years of industry experience. She is currently with Cetera Planning Partners and has previously worked at multiple firms including Avantax Advisory Services and 1st Global Advisors. In addition to her advisory role, she is a member of Darnall Sikes Wealth Partners LLC and works part-time with Darnall, Sikes & Frederick on tax and retirement plan administration. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach includes diversified allocations using mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning and estate strategies through third-party providers.
Jed I
CFP®, Series 66
New Iberia, LA
Cetera Planning Partners
Jed Inzerella is a CFP® professional with 26 years of experience in the financial services industry, currently affiliated with Cetera Planning Partners. His background includes roles at Avantax and 1st Global Advisors, among others. In addition to his advisory work, he is involved as a member and manager of wealth management entities and holds an ownership position in an investment-related venture. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios using mutual funds and ETFs, supported by ancillary offerings such as tax planning and estate strategies.
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Finding advisors...
412 advisors near
70592
within the area shown on the map
Out of 400,000+ nationwide