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34 advisors near
71270
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Stephen R
Series 63, Series 65
Ruston, LA
Pindex Advisors, LLC
Stephen Rodgers is the sole advisor at Pindex Advisors, LLC, holding Series 63 and Series 65 designations with 36 years of industry experience. He has led Pindex Advisors since 2006. PenDex Advisors, LLC provides investment advisory and brokerage services to individual and institutional clients, offering both discretionary portfolio management and commission-based trading programs. The firm employs market-timing techniques alongside fundamental and technical analysis, supporting strategies such as short-term trading, margin, short sales, and options.
Thomas B
Series 65
Ruston, LA
Oakwater Financial
Thomas Bates is a financial advisor with Oakwater Financial Advisors LLC in Ruston, Louisiana. He holds a Series 65 license and has three years of industry experience. Prior to his current role, he was a CPA and partner at Oakwater Financial Group LLC, a tax and accounting firm he co-owns with his father. He also provides contract CFO and management consulting services through Oakwater Financial LLC. Oakwater Financial Advisors LLC offers investment portfolio management, financial planning, and pension consulting to individuals, pension plans, and business entities. The firm employs a range of strategies including options and short-selling, and advises across various investment vehicles, combining pension consulting with alternative investments and insurance products.
Lucius M
Series 65
Ruston, LA
Argent Advisors, Inc.
Lucius Mc Gehee Jr. is a financial advisor at Argent Advisors, Inc. with nine years of industry experience and holds a Series 65 designation. He has a long tenure with affiliated entities, including Argent Trust Company since 1990, where he serves as Executive Vice President. Mc Gehee is also involved with several charitable foundations as a trustee and board member, and serves on the Industrial Development Board of Lincoln Parish, focusing on local economic development. Argent Advisors, Inc. manages approximately $1.7 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, and municipal advisory services, employing a range of investment strategies including equity, fixed income, derivatives, and alternative products, supported by affiliated sub-advisors and custody operations.
Matthew M
CFP®
Ruston, LA
Argent Advisors, Inc.
Matthew Moore is a CFP® professional with five years of experience, currently serving at Argent Advisors, Inc. since 2021. His prior roles include work at Argent Financial Group and the Lincoln Parish School Board. Outside of his advisory work, he is president of the Ruston Chess Knights, a local chess club. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan consulting, and municipal advisory services, employing a range of investment strategies including active and passive allocation, derivatives, and direct indexing.
Michael J
Series 63, Series 65, Series 66
Ruston, LA
Argent Advisors, Inc.
Michael Jones is a financial advisor with Argent Advisors, Inc. He holds Series 63, 65, and 66 licenses and has 42 years of industry experience. His career includes over 20 years with Argent Advisors and Argent Trust. Outside of advising, he is a partner in an LLC involved in oil and gas production and exploration. Argent Advisors, Inc. manages approximately $1.7 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, using a range of investment strategies that include equities, fixed income, derivatives, and alternative products.
Byron M
CFP®, Series 63
Ruston, LA
Argent Advisors, Inc.
Byron Moore is a CFP® with 21 years of industry experience, currently serving at Argent Advisors, Inc. He has worked with Argent Advisors and its affiliates since 2005, including roles at Argent Trust and Argent Insurance Services. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, utilizing a range of investment strategies that combine active and passive approaches and include sub-advisory relationships and specialized products.
Barry G
Series 63, Series 66
Ruston, LA
Argent Advisors, Inc.
Barry Guinn is a financial advisor at Argent Advisors, Inc. with 26 years of industry experience. He has worked at LPL Financial since 2011 and has been with Argent Advisors, Inc. since 2005. Guinn holds Series 63 and Series 66 licenses. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory, utilizing a range of investment strategies including model portfolios, sub-advisors, and alternative products.
Taylor H
Series 65
Ruston, LA
Argent Advisors, Inc.
Taylor Hanes is a financial advisor at Argent Advisors, Inc. in Ruston, LA, holding a Series 65 designation with eight years of industry experience. He has worked at Argent Advisors, LLC since 2018, following prior roles at Heritage Institutional Services, LLC and Argent Financial Group, Inc. He is part of a team of 12 advisors at Argent Advisors, Inc. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, utilizing a mix of active and passive strategies across multiple investment models and employing sub-advisors, including affiliated entities, to support its integrated service offerings.
Andrew T
Series 65
Ruston, LA
Prota Financial
Andrew Taylor is a financial advisor at Prota Financial with four years of industry experience. He holds the Series 65 designation and previously worked at Ramsey Solutions and Gerson Lehrman Group. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management with a range of options, including Sharia-compliant portfolios, and manages $270 million in assets under management.
Stephen B
Series 66
Ruston, LA
Argent Advisors, Inc.
Stephen Braddock is a financial advisor at Argent Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with Argent Advisors since 2016. Prior to that, he worked with LPL Financial and Argent Financial Group. Argent Advisors, Inc. manages approximately $1.7 billion in discretionary assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, employing a range of strategies including active and passive asset allocation, derivatives, and alternative investments.
Kathy E
Series 63, Series 66
Ruston, LA
Argent Advisors, Inc.
Kathy Easley is a financial advisor with Argent Advisors, Inc. She holds Series 63 and Series 66 licenses and has 30 years of industry experience. Her career includes roles at Argent Financial since 2002 and LPL Financial LLC since 2011. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, utilizing a range of active and passive investment strategies and affiliated sub-advisors.
Aaron H
Series 66
Quitman, LA
Inspire Advisors, LLC
Aaron Hoffman is a financial advisor with Inspire Advisors, LLC, holding a Series 66 credential and eight years of industry experience. He previously worked at Morgan Stanley and has additional experience in municipal roles and as an independent insurance licensed agent. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs diverse analytical methods to build portfolios, often delegating management to sub-advisors and offering tax-mitigation services.
Brent C
Series 63
Ruston, LA
Creativeone Wealth, LLC
Brent Crawford is a financial advisor at CreativeOne Wealth, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Securities America Advisors, Inc. and Securities America, Inc. since 2014. In addition to his advisory role, he owns and operates Crawford Financial Group, an insurance agency. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.
Scott C
Series 65
Arcadia, LA
Tucker Asset Management LLC
Scott Canady is a Series 65-licensed advisor at Tucker Asset Management LLC with one year of industry experience. Before joining Tucker Asset Management, he worked at GBT Financial Services, Inc. and Gibsland Bank & Trust. He also served on the Bienville Parish School Board for nine years. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation process and incorporates a range of strategies including growth, fixed income, direct indexing, and alternative investments.
Shane D
Series 66
Simsboro, LA
Transamerica Retirement Advisors, LLC
Shane Dooley is a Series 66-licensed financial advisor with 18 years of industry experience. He currently works with Transamerica Retirement Advisors, LLC and previously spent ten years at LPL Financial. Outside of his advisory role, he maintains a small personal enterprise selling excess eggs from his chickens to acquaintances. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing programs focused on asset allocation, contribution rate, and retirement age guidance. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management to deliver both managed and non-discretionary advisory services.
Edward M
Series 63, Series 65
Ruston, LA
Eagle Strategies (NY Life)
Edward Madden is a financial advisor with Eagle Strategies (NY Life) in Ruston, LA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Eagle Strategies since 2022 and maintains roles with Elm Financial and New York Life Insurance Company, where he has been affiliated for over two decades. Outside of his advisory work, Madden serves as a board member and range officer for the Ruston Gun Club and chairs the Administrative Council and Executive Committee at Trinity Methodist Church. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.
Lynne G
Series 63
Ruston, LA
Commonwealth Financial Network
Lynne Gnemi is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 29 years of industry experience. She has been the president and sole member of GneMi Financial Strategies, LLC since 2005, operating in securities and insurance. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and solutions, including discretionary model portfolios and personalized investment options.
Andrew H
Series 66
Ruston, LA
Edward Jones
Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.
Jeremy H
Series 66
Ruston, LA
Edward Jones
Jeremy Hebert is a financial advisor with Edward Jones in Ruston, LA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns an Airbnb property managed by an outside group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.
Sharon W
Series 66
Ruston, LA
J.P. Morgan Securities
Sharon Wallace is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at Senegence from 2014 to 2017. She is based in West Monroe, Louisiana. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.
Kisha G
Series 63, Series 65
Ruston, LA
Primerica Advisors
Kisha Gray is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Primerica Financial Services since 2008 and has been involved with PFS Investments Inc. and the Lafayette Parish School System since 2021. In addition to her advisory role, she participates in the sale of loan products and home security referrals through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors and primarily utilizes model-delivery investment strategies managed by unaffiliated asset managers.
Janet T
Series 66, Series 63
Ruston, LA
Edward Jones
Janet Thibault is a financial advisor with Edward Jones in Ruston, LA, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she owns Louisiana Yoga Barn LLC, an event space originally created for her daughter and occasionally used for gatherings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Andrew H
Series 63
Ruston, LA
Edward Jones
Andrew Halbrook is a financial advisor with Edward Jones in Ruston, Louisiana, holding a Series 63 designation and over 22 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, he is involved in managing multiple real estate and holding companies, handling bookkeeping and operational oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.
Charity A
Series 66
Ruston, LA
Edward Jones
Charity Abercrombie is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Genesis Energy and operated a jewelry business. Outside of her advisory role, Abercrombie coaches group fitness classes in Ruston, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.
William S
CFP®, ChFC®, Series 66
Ruston, LA
Raymond James & Associates
William Smith is a financial advisor with Raymond James & Associates, holding the CFP®, ChFC®, and Series 66 designations. He has 15 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide team of advisors.
Teasha S
Series 66
Ruston, LA
J.P. Morgan Securities
Teasha Soileau is a Series 66-licensed financial advisor with J.P. Morgan Securities in Ruston, LA, where she has worked since 2012. She has 26 years of industry experience and has also been the owner and operator of OH! SO CHIC!, a home-based business selling costume jewelry and clothing, since 2010. Prior to her current role, she has been associated with JPMorgan Chase Bank, N.A. since 1994. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering advisory services on a non-discretionary basis.
Michael P
Series 66
Ruston, LA
Raymond James & Associates
Michael Plette is a financial advisor with Raymond James & Associates in Ruston, LA, holding a Series 66 designation and one year of industry experience. He previously worked at Crossmark Management Group and Louisiana National Bank. Outside of advising, he manages a real estate investment LLC and operates a small lawn care business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management strategies and firm research.
Jonathan B
Series 63, Series 66
Ruston, LA
LPL Financial
Jonathan Blount is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with LPL Financial since 2016 and is also involved with Bayou Oaks Baptist Church. Outside of his advisory work, Blount teaches music lessons and performs publicly as part of a musical band. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Maxie C
Series 66
Ruston, LA
Merrill
Maxie Causey is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2004. He focuses on providing tailored financial strategies to clients with sophisticated needs, helping them address a range of objectives including legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income. Maxie works closely with clients to understand their individual priorities and develop thoughtful approaches to wealth management that consider multiple goals such as income generation, wealth transfer, long-term care planning, strategic lending, and business monetization. Maxie earned both his bachelor's degree and MBA from Louisiana Tech University, graduating Magna Cum Laude and participating as a four-year letter-winner in football. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Drawing on his athletic background, he values teamwork and resilience, qualities he incorporates into his advisory practice. Maxie is active in his church, where he leads a small group, and he volunteers by coaching his son's athletic teams. He also enjoys spending time with his family, playing golf, and supporting his daughter at singing competitions.
Bobby C
Series 63
Ruston, LA
Raymond James & Associates
Bobby Conville Jr. is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 34 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. In addition to his advisory role, he serves as a notary public in Lincoln Parish, Louisiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.
Parker B
Series 66
Ruston, LA
Edward Jones
Parker Bates is a financial advisor at Edward Jones in Ruston, LA, with two years of industry experience. Prior to joining Edward Jones, he worked for the Kansas City Royals and Louisiana Tech University. He also serves as a baseball coach for Team Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets through a large national network of financial advisors and offices.
Micah H
Series 66
Ruston, LA
Raymond James Financial
Micah Hanson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. His prior roles include seven years at LPL Financial LLC and leadership positions at b1BANK and b1 Wealth Solutions. Outside of finance, Hanson is involved with Cotton Valley Hunting Club and owns Hanson Farm & Timber LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.
Hunter J
Series 66
Ruston, LA
Raymond James Financial
Hunter Johnson is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Stephens Inc. Aside from his advisory role, he manages an LLC used to track business expenses related to his practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and supports municipal and public-finance work through specialized affiliations.
William M
Series 66
Ruston, LA
Edward Jones
William Mc Culloch is a financial advisor at Edward Jones in Ruston, LA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Mc Culloch serves as a board member of Kiwanis of Ruston. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various investment strategies, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.
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34 advisors near
71270
within the area shown on the map
Out of 400,000+ nationwide