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11 advisors near
70373
within the area shown on the map
Out of 400,000+ nationwide
Kenneth L
Series 63, Series 65
Larose, LA
Advisor Resource Council
Kenneth Lemoine is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2015 and currently leads Lemoine Wealth Management LLC. Outside of his advisory roles, he is involved in insurance services and owns an insurance agency. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies incorporating artificial intelligence tools alongside traditional analysis, providing discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.
Payton L
Series 65
Larose, LA
Advisor Resource Council
Payton Lemoine is a financial advisor with Advisor Resource Council, holding a Series 65 credential and beginning his advisory career in 2025. His prior experience includes roles at Riverlands Insurance Services, Inc. and CRC Insurance Services, as well as a six-year period at Louisiana State University. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services through a network of Investment Adviser Representatives. The firm utilizes AI-driven model portfolios combined with fundamental analysis and coordinates estate-planning document preparation through independent attorneys.
Sydney H
Series 66
Larose, LA
Eagle Strategies (NY Life)
Sydney Hale is a financial advisor with Eagle Strategies (NY Life) in Larose, LA, holding a Series 66 designation and 16 years of industry experience. She has been associated with Eagle Strategies and related entities since 2012 and has worked with Emerald Wealth Partners LLC and Triche/Doverspike Financial Group, Inc. since 2024 and 2013, respectively. Hale serves as a board member of the New Orleans Estate Planning Council. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice and solutions through multiple program types, emphasizing strategies aligned with client goals and fiduciary responsibilities, with the majority of assets managed on a non-discretionary basis.
Jack D
Series 63, Series 65
Larose, LA
Eagle Strategies (NY Life)
Jack Doverspike is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with Triche Doverspike Financial Group, Inc. since 2002 and has been associated with New York Life Insurance Co. and Nylife Securities Inc. since 1986. He owns Marlin Ventures Inc., which owns the building housing his business office. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and focuses on non-discretionary asset management, with a significant role in advisory services tied to insurance and annuity products.
Lonny B
Series 66
LaRose, LA
Eagle Strategies (NY Life)
Lonny Babin is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has nine years of industry experience and has been with Eagle Strategies since 2017. He also has affiliations with Nylife Securities LLC and New York Life Insurance Co. since 2015. Outside of his advisory role, Babin serves as a board member for the Diocese of Soroti Mission Partnership, which focuses on community development and humanitarian aid in Uganda. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated structure involving insurance products.
Crystal F
Series 66
Raceland, LA
Edward Jones
Crystal Foster is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she pursues chalk painting and collects glass, often refurbishing old furniture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Case T
Series 66
Cut Off, LA
LPL Financial
Case Terrebonne is a financial advisor at LPL Financial with 17 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2012. Outside of his advisory role, he is a 50% owner of a family gift shop business and owns automotive and retail pop-up businesses in Louisiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.
Holden L
Series 66
Cut Off, LA
Cetera
Holden Ledet is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2025. He is also the owner of Holden Ledet CPA LLC, where he provides tax services. Prior to his current roles, he worked at Callais Capital Management from 2015 to 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.
Alexandria A
Series 66
Cut Off, LA
LPL Financial
Alexandria Aucoin is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. She has worked at LPL Financial since 2018 and previously spent time in education at Vandebilt Catholic High School and Nicholls State University. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.
Chad C
ChFC®, Series 66
Cut Off, LA
Edward Jones
Chad Chustz is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he owns CGC Group, a commercial real estate business in Raceland, LA, and has a limited partnership interest in Night Trippin' LLC, a motion picture company based in New Orleans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Raleigh G
CFP®, Series 63
Cut Off, LA
LPL Financial
Raleigh Galiano Jr. is a Certified Financial Planner (CFP®) affiliated with LPL Financial, with 33 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he operates a business under the name Galiano Wealth Management Group, LLC. LPL Financial provides investment advisory and brokerage services to individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to in-house and third-party research.
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Finding advisors...
11 advisors near
70373
within the area shown on the map
Out of 400,000+ nationwide