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125 advisors near
70601
within the area shown on the map
Out of 400,000+ nationwide
Michael F
Series 63, Series 65
Lake Charles, LA
Fullington & Associates, LLC
Michael Fullington is the sole advisor at Fullington & Associates, LLC, an independent firm based in Lake Charles, Louisiana. He holds the Series 63 and Series 65 designations and has 17 years of industry experience. He founded Fullington & Associates in 2004 and has been with the firm since its inception. Fullington & Associates provides discretionary portfolio management and financial planning services tailored to individual clients. The firm applies a combination of fundamental research, technical analysis, and cyclical evaluation to manage client assets, emphasizing customized portfolios and regular reviews.
Daniel F
CFP®, CFA®, Series 66
Lake Charles, LA
FMP Wealth Advisers
Daniel Frick is a CFP®, CFA®, and Series 66-licensed advisor with 18 years of industry experience. He has been with Financial Management Professionals, Inc. (FMP Wealth Advisers) since 2012. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts, employing a proprietary manager selection process and discretionary authority, and manages approximately $1.13 billion for about 700 clients.
John H
CFP®
Lake Charles, LA
FMP Wealth Advisers
John Hixson is a CFP® professional with 23 years of experience in financial advising at FMP Wealth Advisers in Lake Charles, LA. He has been associated with Financial Management Professionals, Inc. since 1993 and manages private investments through a family limited liability company. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, serving approximately 700 clients and managing around $1.13 billion in assets.
Joshua W
Series 65
Lake Charles, LA
FMP Wealth Advisers
Joshua Williams is a financial advisor at FMP Wealth Advisers with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Southern Mississippi and FOCUS. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, managing approximately $1.13 billion for about 700 clients.
Jacob L
Series 65
Lake Charles, LA
FMP Wealth Advisers
Jacob Lemaire is a financial advisor at FMP Wealth Advisers in Lake Charles, LA, holding a Series 65 designation. He has one year of industry experience and previously worked at First Horizon Bank, Pats of Henderson, and in education roles at Teurlings Catholic High School and St. Pius Elementary School. FMP Wealth Advisers provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets, using model portfolio management, separately managed accounts, and retirement-plan fiduciary services, and serves as an investment manager and sponsor to private pooled investment vehicles.
Troy S
Series 63
Lake Charles, LA
Triad Wealth Partners, LLC
Troy Stine is a financial advisor with Triad Wealth Partners, LLC, holding a Series 63 designation and bringing 27 years of industry experience. His prior roles include positions at J.W. Cole Advisors and C2P Capital Advisory Group, and he operates his own tax and wealth planning business. Outside of advising, he is active in financial education as chapter president of the American Financial Education Alliance and is a board member of the City of Lake Charles Alcohol Review Board. Triad Wealth Partners serves individual and institutional clients through a network of independent advisors and a turnkey asset management platform, offering discretionary portfolio management, third-party manager access, and customized financial planning. The firm employs a strategic asset allocation process supported by an investment committee and diverse investment options including mutual funds, ETFs, and separately managed accounts.
James S
Series 65
Lake Charles, LA
Chelsea Advisory Services, Inc.
James Stephenson is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Chelsea Advisory Services, Inc. since 2021 and previously held roles at J.W. Cole Advisors, Inc. and Stine Financial. Outside of his advisory role, he operates Stephenson Tax Group, a separate tax-related business. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm follows a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis and emphasizing integration with an affiliated broker-dealer and custody platform.
Ebony R
Series 65
Lake Charles, LA
Triad Wealth Partners, LLC
Ebony Rideau is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. Prior to joining Triad Wealth Partners in 2026, she worked at C2P Capital Advisory Group, LLC dba Prosperity Capital Advisors and is involved with tax preparation services through The Stine Group. In addition to her advisory role, Ms. Rideau participates in tax preparation for individuals and businesses during tax season. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services. The firm uses a combination of proprietary and third-party investment models, with ongoing rebalancing and manager due diligence.
Ashley N
Series 66
Lake Charles, LA
Centaurus Financial, Inc.
Ashley Navarre is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2017 to 2021. Outside of finance, she is involved in programming workouts at CrossFit Lake Charles, a gym she has been associated with since 2009. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis.
Patrick S
Series 66
Lake Charles, LA
Centaurus Financial, Inc.
Patrick Shields is a financial advisor at Centaurus Financial, Inc. based in Lake Charles, LA, holding a Series 66 credential with 14 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc. and GCG Wealth Management. Outside of his advisory work, he manages a cattle-raising hobby through S5 Farms LLC and serves as Finance Committee Chairman for the First United Methodist Church of Iowa, LA, as well as Vice President of the Iowa Rabbit Festival, a local nonprofit. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements alongside a blend of fundamental and technical investment analysis.
Elizabeth H
Series 65, Series 63
Lake Charles, LA
Eagle Strategies (NY Life)
Elizabeth Hebert is a financial advisor with Eagle Strategies (NY Life) based in Lake Charles, LA, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Eagle Strategies, she worked at Sam Hebert Financial Group and NYLIFE Securities LLC. Outside of her financial advisory role, she teaches yoga and provides ontological coaching services, and she volunteers on the planning committee for the American Cancer Society Hope Ball. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Danielle G
Series 66
Lake Charles, LA
Newedge Advisors
Danielle Granger is a financial advisor at NewEdge Advisors with 10 years of industry experience. She holds the Series 66 credential and has worked at NewEdge Advisors and LPL Financial since 2017, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.
Samuel H
Series 63, Series 65
Lake Charles, LA
Eagle Strategies (NY Life)
Samuel Hebert is a financial advisor with Eagle Strategies (NY Life) based in Lake Charles, LA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 1995 and operates the Sam Hebert Financial Group. Outside of his advisory work, Hebert volunteers as a child advocate with the Court Appointed Special Advocates program and is an investor in several non-investment-related ventures, including digital health and music technology startups. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers various program types tailored to client and plan sponsor goals and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Dustin G
CFP®, Series 66
Lake Charles, LA
Newedge Advisors
Dustin Granger is a CFP®-designated financial advisor with NewEdge Advisors, based in Lake Charles, LA, and has 21 years of industry experience. He has held positions at NewEdge Advisors and LPL Financial since 2017, and previously worked with Wells Fargo Advisors and Wells Fargo Clearing. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations. The firm offers a broad range of portfolio management and consulting services, utilizing both in-house and third-party manager strategies supported by advanced technology and centralized due diligence.
Keith R
Series 63
Lake Charles, LA
Integrity Alliance, LLC
Keith Richardel is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and 26 years of industry experience. He has been with Brokers International Financial Services since 2014. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and retirement plan consulting through a network of independent advisers. The firm employs various portfolio management approaches and provides access to multiple custodial platforms and third-party manager programs.
Maxwell S
Series 66
Lake Charles, LA
Newedge Advisors
Maxwell Sprigg is a financial advisor at NewEdge Advisors with a Series 66 credential and five years of industry experience. He has worked at LPL Financial, LLC since 2021 and has been affiliated with NewEdge Advisors since 2019. Outside of finance, he is involved with Center Street Records, LLC, a business unrelated to investment advisory services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent representatives, utilizing both advisor-managed and model-based investment strategies alongside centralized due diligence and technology tools.
Shiela D
Series 63, Series 65
Lake Charles, LA
Benjamin F. Edwards & Company, Inc.
Shiela Doucet is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes 11 years at Ameriprise Financial Services, Inc. and 4 years at Ameriprise Financial Services, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a variety of fee-based wrap programs, financial planning, and investment management consulting, using both strategic multi-year allocations and tactical adjustments across portfolios monitored by an Investment Strategy Committee.
George S
Series 63, Series 66
Lake Charles, LA
Eagle Strategies (NY Life)
George Stark Jr. is a financial advisor with Eagle Strategies (NY Life) based in Lake Charles, LA. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Since 1992, he has worked with Nylife Securities Inc. and New York Life Insurance Company. Outside of advisory activities, he is involved in selling fixed annuities as an insurance broker. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis and offers a range of program types including retirement plan consulting and co-advisory relationships.
Randall H
Series 66
Lake Charles, LA
Centaurus Financial, Inc.
Randall Harless is a financial advisor with Centaurus Financial, Inc. in Lake Charles, LA, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Woodbury Financial Services, Questar Capital Corporation, Questar Asset Management, and GCG Wealth Management. Outside of his advisory work, he is involved as an independent contractor with Terrell and Associates, LLC, focusing on insurance and annuity sales. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, utilizing a combination of discretionary and non-discretionary arrangements supported by fundamental, technical, bottom-up, and top-down analysis.
Austin T
Series 66
Lake Charles, LA
Centaurus Financial, Inc.
Austin Terrell is a financial advisor at Centaurus Financial, Inc. with three years of industry experience. He holds a Series 66 designation and has held roles at Centaurus Financial Inc. and Terrell & Associates LLC, where he is also Vice President of UTEC Enterprise LLC, a commercial truck and equipment fabrication and maintenance business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and specialized advisory services with both discretionary and non-discretionary arrangements, employing a mix of analytical approaches and allowing certain alternative investments under specified conditions.
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Finding advisors...
125 advisors near
70601
within the area shown on the map
Out of 400,000+ nationwide