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92 advisors near
70584
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Dexter L
Series 65
Lafayette, LA
Horizon Capital Management, Inc.
Dexter Lyons is a financial advisor at Horizon Capital Management, Inc. with 7 years of industry experience. He holds a Series 65 designation and has been involved with Horizon Capital Management since 1990 as well as Lyons Capital Management since 1997. Horizon Capital Management provides discretionary separately managed account investment management to individuals and small-business clients, including IRAs, trusts, and small-business retirement plans. The firm employs an active, multi-method investment process that combines fundamental, technical, and chart analysis to tailor strategies, adjusting allocations among mutual funds, ETFs, and individual stocks based on market conditions.
Alajahwon R
Series 63, Series 66
Lafayette, LA
A.B. Ridgeway Wealth Management LLC
Alajahwon Ridgeway is a financial advisor at A.B. Ridgeway Wealth Management LLC in Lafayette, LA, with 13 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Ridgeway holds Series 63 and Series 66 licenses. A.B. Ridgeway Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, employing a strategy that combines passive and active investments based on Modern Portfolio Theory. The firm offers comprehensive planning, estate planning support, and values-based investment options, including ESG and Biblically Responsible Investing.
Justin M
Series 65
Lafayette, LA
Marcantel Wealth Management
Justin Marcantel is a financial advisor at Marcantel Wealth Management in Lafayette, LA, holding a Series 65 designation with five years of industry experience. He has worked at PFS Investments Inc. since 2018 and Primerica Financial Services since 2017. Prior to his financial services career, he was employed at the University of Louisiana at Lafayette from 2012 to 2017. Marcantel Wealth Management provides investment advisory and portfolio management services to individual clients and legal entities, focusing on low-cost index funds and passive strategies. The firm employs a long-term, passive investment approach based on Vanguard research, emphasizing low costs, broad diversification, and tax-aware asset allocation, with options for active, value-oriented strategies upon request.
Tyler L
Series 65
Lafayette, LA
Marcantel Wealth Management
Tyler Leblanc is a Series 65-licensed financial advisor at Marcantel Wealth Management with one year of industry experience. He has been with Marcantel Wealth Management since 2024 and previously worked outside the advisory industry for ten years. Marcantel Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, and various legal entities. The firm employs a primarily passive, low-cost investment approach but also offers active management strategies using fundamental value investing and equity analysis upon client request.
Hab B
Series 65
Lafayette, LA
Barton Advisory Services, L.L.C.
Hab Barton is a Series 65-licensed financial advisor with 10 years of industry experience. He is the principal of Barton Advisory Services, L.L.C., where he has worked since 2014, and also serves as a CPA at Harry V. Barton CPA, LLC, providing tax advice and filing services. Barton Advisory Services, L.L.C. offers discretionary and non-discretionary portfolio management, financial planning, and employee retirement plan services to individuals, trusts, qualified retirement plans, and small businesses. The firm emphasizes a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing low-turnover mutual funds and ETFs, quantitative tools, and may use third-party managers and infrastructure to support client strategies and retirement-plan services.
Jeffrey J
Series 66
Lafayette, LA
Signal Securities, Inc.
Jeffrey Johnson is a financial advisor at Signal Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera Advisors LLC, LPL Financial, VOYA Financial Advisors, and UBS Financial Services. Outside of advisory work, Johnson serves as a Lieutenant Colonel in the United States Marine Corps Reserves and works as a tax preparer with Liberty Tax. Signal Securities provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative approach, offering a range of portfolio management and financial planning services, with a large portion of assets managed on a non-discretionary basis.
Brandon V
Series 65
Lafayette, LA
Fmsa
Brandon Varisco is a financial advisor at FMSA with 17 years of industry experience. He holds a Series 65 designation and has worked at FMSA since 2017. Prior to that, he was with Oxford Asset Management for nine years and also operates the Brandon Varisco Insurance Agency. He is licensed to sell life and health insurance products. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning, following a fundamental, research-driven investment approach that emphasizes company financials and SEC filings.
David V
Series 66
Lafayette, LA
Fmsa
David Varisco is a financial advisor at FMSA with 23 years of industry experience. He holds a Series 66 designation and has worked at FMSA since 2017, following an 11-year tenure at Oxford Asset Management. In addition to his advisory work, he owns MobileMyApp.com, a web-based mobile website generator company, and performs as a drummer with other musicians. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm offers discretionary portfolio management and comprehensive financial planning using a fundamental, research-driven investment approach focused on company financials and SEC filings.
Scott H
PFS™
Opelousas, LA
Going CPAs & Wealth Advisors, LLP
Scott Hayes is a financial advisor with Going CPAs & Wealth Advisors, LLP in Opelousas, Louisiana. He holds the PFS™ designation and has two years of industry experience. Prior to his current role, Hayes worked at Fruge Seafood. He is a partner at Going, Sebastien, Fisher & LeBouef, LLP, where he focuses on tax preparation and accounting and also owns an accounting firm. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and retirement plans. The firm combines financial planning with portfolio management and retirement consulting, managing about $160.8 million in discretionary assets with a tax-aware, long-term investment approach.
Victoria D
Series 63, Series 66
Lafayette, LA
Fmsa
Victoria Dickerson is a financial advisor at FMSA with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including LSA Securities LLC, Allstate Insurance Company, and N.I.S. Financial Services, Inc. In addition to her advisory role, she sells fixed insurance products as an agent. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management and comprehensive financial planning.
Tiffany G
Series 63, Series 65
Lafayette, LA
Fmsa
Tiffany Grayson Tauzin is a financial advisor at FMSA with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with FMSA since 2015. Tauzin is also the owner of Tauzin Financial Group, a fixed insurance advisory business. FMSA is a privately owned registered investment adviser managing approximately $216 million for over 1,200 clients. The firm serves individuals, corporate pension and profit-sharing plans, municipalities, and trusts, employing a fundamental, research-driven investment approach with comprehensive financial planning and discretionary portfolio management.
Jonathan E
Series 65
Lafayette, LA
Fmsa
Jonathan Eleser is a financial advisor at FMSA with a Series 65 credential and 10 years of industry experience. He has worked at FMSA since 2019 and has also operated Eleser Financial since 2018, where he provides insurance brokerage and business consulting services. Additionally, he offers tax preparation and advisory services. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million for over 1,200 clients using a fundamental, research-driven investment approach and provides comprehensive financial planning and discretionary portfolio management across a broad range of investments.
Michael F
Series 66
Crowley, LA
Kovack Advisors, Inc.
Michael Fontenot is a financial advisor at Kovack Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2009. Outside of advisory work, he serves on the boards for LSUE Community College Foundation and John Paul the Great Academy, and also officiates high school basketball games. Kovack Advisors, Inc. is a multi-team registered investment adviser serving a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities. The firm employs an Envestnet-supported workflow utilizing internal and third-party managers to construct and monitor client portfolios across multiple custodians and execution venues.
Stanley K
Series 63, Series 65
Crowley, LA
Kovack Advisors, Inc.
Stanley Keyes is a financial advisor at Kovack Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Securities, Inc. and Kovack Advisors, Inc. since 2009, following prior roles at FSC Securities Corporation and Pan-American Investment Advisers, Inc. Outside of his advisory work, he engages in tax preparation and brokerage through his own firm, Keyes Financial Services, and is active as a lay missionary delivering speaking engagements. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs through Envestnet-supported workflows and a combination of internally created and third-party investment models.
Kristi P
Series 63, Series 65
Opelousas, LA
Arete Wealth Advisors, LLC
Kristi Pool is a financial advisor at Arete Wealth Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Integrity Registered Investment Advisors and Consolidated Electrical Distributors. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis and employs both advisor-driven and proprietary model allocations, using third-party sub-advisers and maintaining a due diligence process for recommended managers and private investments.
Andre G
Series 65
Opelousas, LA
Arete Wealth Advisors, LLC
Andre Guerin is a financial advisor at Arete Wealth Advisors, LLC with a Series 65 credential. He joined Arete Wealth Advisors in 2025 and has prior experience at Dupre Carrier Godchaux and a long tenure at Tri-City Physical Therapy. Outside of advising, he is a shareholder and franchisee in several businesses, including a physical therapy clinic and a StretchZone franchise. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, utilizes third-party sub-advisers, and acts as an ERISA fiduciary when applicable.
Kendra C
Series 66
Lafayette, LA
Arvest Wealth management
Kendra Cain is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with Arvest Wealth Management and has previously worked at First Horizon Advisors, Infinex Investments, Inc., and iBeria Financial Services. Outside of her advisory role, she is an owner and member of BOBBYO, LLC. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans tailored to client objectives.
Neal H
CFP®, Series 63, Series 65, Series 66
Breaux Bridge, LA
Van Clemens Wealth Management, LLC
Neal Hebert is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Van Clemens Wealth Management, LLC and previously held roles at firms including Gulf Coast Bank, LPL Financial, and Securities America Advisors. Hebert is also involved with Body Symmetry, L.L.C., a non-investment related business. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios through discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes a range of third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.
Scott P
Series 66
Opelousas, LA
Advisory Services Network
Scott Peyton is a financial advisor at Advisory Services Network with two years of industry experience. He holds a Series 66 designation and has worked at firms including Cornerstone Advisors LLC and Actus Wealth Strategies. Outside of advising, Peyton is involved in community activities such as serving on the board of the Opelousas Museum and Interpretive Center and managing a family LLC focused on advocacy for sexual abuse survivors. He also owns a collectibles resale business. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent representatives. The firm offers a range of portfolio management and consulting services with flexible engagement models and employs a multi-asset investment approach tailored to client objectives and risk tolerances.
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.
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Finding advisors...
92 advisors near
70584
within the area shown on the map
Out of 400,000+ nationwide