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534 advisors near
70047
within the area shown on the map
Out of 400,000+ nationwide
John C
Series 63, Series 65
Metairie, LA
Prospera Financial Services, inc.
John Christman is a financial advisor at Prospera Financial Services, Inc. with 44 years of industry experience. He has held positions at Prospera since 2021 and previously worked at Dorsey & Company, Inc. from 2003 to 2021. Christman holds Series 63 and Series 65 licenses. 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 business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.
Raymond T
Series 63, Series 65
Metairie, LA
Prospera Financial Services, inc.
Raymond Thompson is a financial advisor at Prospera Financial Services, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Dorsey & Company, Inc. for 38 years before joining Prospera in 2021. Outside of his advisory role, he serves as President of Save Harahan, a non-investment related organization. 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 programs and platforms.
William M
Series 66
Metairie, LA
Waverly Advisors, LLC
William Maisano Sr. is a financial advisor at Waverly Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including TruWealth Advisors, Purshe Kaplan Sterling Investments, Simmons and Associates, and Ameriprise Financial Services. He is also a licensed insurance agent, selling fixed products for various insurance carriers. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.
Gregory H
Series 63, Series 65
Metairie, LA
Prospera Financial Services, inc.
Gregory Hollingsworth is a financial advisor at Prospera Financial Services, Inc. in Metairie, LA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He worked at Dorsey & Company, Inc. for 31 years before joining Prospera in 2021. 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, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Sidney D
Series 66
River Rouge, LA
Regal Investment Advisors LLC
Sidney Dufresne Jr. is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and 31 years of industry experience. His prior roles include positions at Signator Investors, Inc. and Dorsey & Company Inc. He is also involved in selling life insurance and annuities through various companies. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios that include mutual funds, ETFs, equities, fixed income, and option overlays.
Christopher B
Series 66
Metairie, LA
Prospera Financial Services, inc.
Christopher Bravender is a financial advisor with Prospera Financial Services, Inc. based in Metairie, LA. He holds the Series 66 designation and has 21 years of industry experience, including 22 years at Dorsey & Company, Inc. prior to joining Prospera in 2021. 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 programs and platforms.
Lori D
Series 65
Metairie, LA
Waverly Advisors, LLC
Lori De La Torre is a financial advisor at Waverly Advisors, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at TruWealth Advisor, TruWealth Advisors, and Ameriprise Financial Services. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including investment management, financial planning, and multi-family office solutions.
Ryann G
Series 66
New Orleans, LA
Arkadios Wealth Advisors
Ryann Gallois is a financial advisor with Arkadios Wealth Advisors in New Orleans, holding a Series 66 designation and five years of industry experience. Before joining Arkadios, Gallois worked at LPL Financial and has been involved with Gulf Coast Bank & Trust for six years. She serves as Board Treasurer for St. Paul's Episcopal School Board of Trustees. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and provides an integrated operating model supported by an internal portfolio team and affiliated broker-dealer.
Michael S
Series 63, Series 65
Metairie, LA
Prospera Financial Services, inc.
Michael Stern is a financial advisor with Prospera Financial Services, Inc. in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at Dorsey & Company, Inc. for 28 years before joining Prospera Financial Services in 2021. Outside of his advisory role, he is a minority owner of an apparel business deriving royalties from sales. Prospera Financial Services, Inc. is a multi-team 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.
Shepard B
CFA®, Series 63, Series 65
New Orleans, LA
Rossby Financial, LLC
Shepard Buckman is a CFA® charterholder with 25 years of industry experience. He is currently a financial advisor at Rossby Financial, LLC and has previously worked at firms including UBS Financial Services and Equitas Capital Advisors. In addition to his advisory role, he owns and operates Everflow Insurance Advisory, where he serves as a licensed insurance agent. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other entities. The firm employs a variety of analytical approaches to tailor diversified portfolios that align with clients’ objectives and risk tolerances, and it manages approximately $565 million in discretionary assets.
John S
Series 63, Series 65
Metairie, LA
Impact Partnership Wealth, LLC
John Scallan is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Beam Wealth Advisors, Securities America, Inc., Mass Mutual Investors Services, and Cypress Financial Group, where he also serves as managing member involved in the sale of life and health insurance products. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, offering discretionary trading authority generally subject to client-imposed restrictions.
Vicky L
CFP®, Series 66
Metairie, LA
The AmeriFlex Group
Vicky Laborde is a CFP® and holds a Series 66 license with 16 years of industry experience. She is currently affiliated with The AmeriFlex Group and Cambridge Investment Research, Inc. Her prior experience includes roles at OSAIC and FSC Securities. Laborde also operates as an independent contractor with Besselman Wealth Planners and holds a position as an insurance producer. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates, utilizing multiple program platforms and custodial arrangements to implement tailored strategies.
James P
Series 63, Series 66
Metairie, LA
Waverly Advisors, LLC
James Parrie is a financial advisor at Waverly Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services, Purshe Kaplan Sterling Investments, and TruWealth Advisors. Outside of his advisory role, he serves on the safety committee at First Baptist Church of Kenner. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including financial planning and multi-family office solutions.
Megan U
Series 65
Metairie, LA
Waverly Advisors, LLC
Megan Ulmer is a financial advisor at Waverly Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at TruWealth Advisors, LLC and Ameriprise Financial Services, Inc. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.
Alan B
CFP®, ChFC®, Series 63, Series 65
New Orleans, LA
Ritholtz Wealth Management
Alan Brockhaus is a CFP® and ChFC® professional with 13 years of experience in the financial industry. He is currently with Ritholtz Wealth Management and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he owns Guidelight, LLC, a real estate investing business. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm employs a goal-based investment process centered on asset allocation and behavioral finance, offering both advisor-led services and digital platforms for portfolio management.
David P
Series 66
New Orleans, LA
Arkadios Wealth Advisors
David Pullen is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at Gulf Coast Bank & Trust since 2016 and at LPL Financial from 2016 to 2024. He also provides insurance brokerage services through Ash Brokerage. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans, offering customized investment and wealth management solutions through a combination of advisor-managed accounts, third-party managers, and internal portfolio strategies. The firm supports advisors with an integrated operating model that includes in-house portfolio management and affiliated broker-dealer services.
Jordan S
Series 65, Series 63
Metairie, LA
Impact Partnership Wealth, LLC
Jordan Scallan is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Purshe Kaplan Sterling Investment, BEAM Wealth Advisors, Securities America, Inc., and Cypress Financial Group. Outside of his advisory role, he sells life insurance and other insurance-based products through Cypress Financial Group. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of about 89 advisors. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a broad ecosystem of affiliated entities and service providers.
Alexander L
Series 66
Metairie, LA
Strategic Financial Concepts, LLC
Alexander Littlepage is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. He also operated Ye Olde Memories LLC for four years. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, and third-party manager selection, employing fundamental and technical analysis with ongoing supervision and rebalancing.
Julian R
Series 63, Series 65
Metairie, LA
Prospera Financial Services, inc.
Julian Richards Jr. is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. His prior roles include positions at Dorsey & Company Inc., Morgan Keegan & Company, LLC, and UBS Financial Services. Outside of his advisory work, he is a partner in CLEARVIEW LLC, a commercial real estate and retail business. Prospera Financial Services is a multi-team 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 and portfolio management through a variety of advisory programs and platforms.
Eric F
CFA®, Series 66
Metairie, LA
Arkadios Wealth Advisors
Eric Fenlason is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Arkadios Wealth Advisors in Metairie, LA, and has held roles at several firms including LPL Financial, Legacy Investment Strategies, and John Hancock Investment Management. Fenlason also provides investment advisory services through Legacy Investment Strategies LLC, an independent registered investment advisor. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented via various account platforms, combining fundamental, technical, and cyclical investment analysis.
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Finding advisors...
534 advisors near
70047
within the area shown on the map
Out of 400,000+ nationwide