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14 advisors near
70510
within the area shown on the map
Out of 400,000+ nationwide
Jerry B
CFP®, Series 63, Series 65
Kaplan, LA
Broussard Financial Group, LLC
Jerry Broussard is a CFP® professional with 21 years of industry experience. He has operated Broussard Financial Group, LLC since 2002. The firm manages approximately $115 million in assets for around 180 individual and high-net-worth clients, trusts, retirement plans, and business entities. Broussard Financial Group offers discretionary portfolio management alongside financial planning and consulting services, utilizing a combination of exchange-traded funds, mutual funds, and cash equivalents.
Gus G
CFA®, Series 65
Abbeville, LA
Lailaps Capital, L.L.C.
Gus Godchaux is a CFA® charterholder and Series 65 licensee with 10 years of industry experience. He has been the principal advisor at Lailaps Capital, L.L.C. since 2015 and serves as an analyst at Abbeville Family Partnership. He is also a partner at Gulf Land Structures and a co-executor of his grandfather's estate. Lailaps Capital provides portfolio management and financial planning services to individuals, corporate/business entities, and charitable organizations. The firm manages approximately $42 million in assets and offers access to a broad range of investment vehicles, including private placements, hedge funds, and venture capital, using a multi-method analytical approach tailored to client goals and risk tolerance.
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.
Dirk D
CFP®, Series 63
Kaplan, LA
Edward Jones
Dirk David is a CFP® with 26 years of industry experience and has been with Edward Jones since 1999. He serves as trustee for the Joseph Bernie Wayne David Testamentary Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of over 23,000 financial advisors.
Kori C
CFP®, Series 66
Kaplan, LA
Edward Jones
Kori Comeaux is a financial advisor at Edward Jones with eight years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at LPL Financial, HB Financial, and Home Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
Hollie N
CFP®, ChFC®, Series 66
Abbeville, LA
Edward Jones
Hollie Nelms is a CFP®, ChFC®, and Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2012. She has 13 years of industry experience. Nelms serves as a board member of the Vermilion Catholic High School Finance Committee in Abbeville, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.
Matthew M
Series 66
Abbeville, LA
Cetera
Matthew Margaglio is a financial advisor with Cetera Wealth Services, LLC and KCS Wealth Advisors, LLC, holding a Series 66 designation and over 18 years of industry experience. His prior experience includes roles at Avantax Advisory Services, 1st Global Advisors, and Kolder, Champagne, Slaven and Co, where he also serves as president of a holding company for the CPA firm. He is involved in the ownership of KCS Wealth Advisors, LLC, and continues to provide financial services through KCSC Financial Services, LLC. Cetera Investment Advisers LLC operates as an SEC-registered adviser offering a multi-manager platform for individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management, financial planning, and consulting services, with program options including model portfolios, third-party managers, and customized strategies.
Garett T
Series 66
Abbeville, LA
Edward Jones
Garett Thibodeaux is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017, following 13 years at Broussard Brothers Inc. He is also a silent partner owning 23% of an oil change business in Youngsville, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors and offers a range of advisory and investment products under a fiduciary standard.
Kimble S
ChFC®, Series 63
Abbeville, LA
Edward Jones
Kimble Sagrera is a financial advisor with Edward Jones in Abbeville, LA, holding the ChFC® and Series 63 designations and possessing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he serves as an appointed member of the Vermilion Parish Coastal Restoration & Protection Commission. 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 solutions supported by a nationwide network of more than 23,000 financial advisors.
John S
Series 66
Erath, LA
Edward Jones
John Suire is a financial advisor with Edward Jones in Erath, Louisiana, holding a Series 66 credential and 15 years of industry experience, all with Edward Jones since 2011. He has a business interest outside of advisory work through Suire Provision LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.
Nicholas S
Series 66
Erath, LA
Edward Jones
Nicholas Suire is a financial advisor at Edward Jones in Erath, Louisiana, with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Liberty University and Our Savior's Church. He is a joint owner of Suire Provision LLC, which he established with his father to manage their Edward Jones joint team office. 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, operates under a fiduciary standard, and maintains a large nationwide network of financial advisors and branch offices.
Robert C
Series 66
Abbeville, LA
Cetera
Robert Carter is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He is also the owner of a CPA firm, Kolder, Champagne, Slaven and Co., LLC, and serves as a bank director at Patterson State Bank. Additionally, he has involvement in a holding company that owns fast food chains. Cetera Investment Advisers LLC is an SEC-registered advisor offering a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across various program structures.
Tyler S
Series 66
Erath, LA
Edward Jones
Tyler Summerlin is a financial advisor with Edward Jones, holding a Series 66 license and beginning his current tenure in 2026. He has prior experience both at Edward Jones and in real estate with Keller Williams Realty Acadiana, as well as involvement with non-profit and community organizations including Love Our Schools and Our Savior's Church Lafayette. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices. The firm provides a range of investment strategies and affiliated services under a fiduciary standard.
Nichole B
Series 66
Abbeville, LA
Edward Jones
Nichole Bazar is a Series 66 registered advisor with Edward Jones in Abbeville, LA, and has five years of industry experience. She has worked at Edward Jones since 2000. Outside of her advisory role, she is a part owner and vice president of Brasseux's True Value Hardware Store. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide advisor and branch network, providing both discretionary and non-discretionary strategies under a fiduciary standard.
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Finding advisors...
14 advisors near
70510
within the area shown on the map
Out of 400,000+ nationwide