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12 advisors near
71457
within the area shown on the map
Out of 400,000+ nationwide
Jimmy L
Series 65
Natchitoches, LA
Ignite Planners LLC
Jimmy Long Jr. is a Series 65-licensed advisor at Ignite Planners LLC with seven years of industry experience. His prior experience includes roles at Caitlin John, LLC, Armis Advisers, LLC, and Gradient Advisors LLC. Outside of his advisory work, he operates a law practice through Jimmy D. Long, Jr., LLC. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm provides discretionary asset management, financial planning, third-party manager referrals, and acts as adviser and sponsor to private funds, employing strategies that include volatility-responsive approaches, derivative overlays, and tax-efficient management.
David K
Series 63, Series 65
Natchitoches, LA
Kovack Advisors, Inc.
David Kees Sr. is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc., OSAIC, and Sunamerica Securities, Inc. Outside of his advisory work, he operates Kees Financial Services, where he sells fixed insurance products and provides employee benefits services. 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, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing both internal and third-party managers to construct and monitor client portfolios.
Aaron J
Series 66
Natchitoches, LA
Edward Jones
Aaron Johnson is a financial advisor with Edward Jones in Natchitoches, LA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a business related to real estate holdings from a grocery store he previously operated. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Felix P
Series 63, Series 66
Natchitoches, LA
Edward Jones
Felix Perot III is a financial advisor at Edward Jones in Natchitoches, LA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm operates a large nationwide network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.
William A
Series 66
Natchitoches, LA
Edward Jones
William Adams is a Series 66 credentialed financial advisor with 15 years of experience at Edward Jones, where he has worked since 2011. He is based in Natchitoches, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tailored tax-efficient services.
Joseph C
CFP®, Series 63, Series 65
Natchitoches, LA
LPL Financial
Joseph Cunningham Jr. is a CFP®-designated financial advisor with 40 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he worked at Ameriprise Financial Services, Inc. for seven years and held roles at OSAIC Services, Inc. and Sunamerica Securities, Inc. He is involved in managing Cunningham Wealth Management Group and Cunningham Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, supported by a network of over 22,800 advisors and a broad platform that includes advisory, brokerage, insurance, and banking solutions.
William C
Series 63, Series 66
Natchitoches, LA
OSAIC
William Cross is a financial advisor at Osaic with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for FSC Securities for 13 years before joining Osaic in 2023. Cross is also an insurance agent offering fixed annuities and various life insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of advisors and multiple advisory platforms, providing services including brokerage, investment advisory, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary account management across various investment types.
Brandon D
Series 66
Natchitoches, LA
LPL Financial
Brandon Donahue is a financial advisor with LPL Financial in Natchitoches, LA, holding a Series 66 designation and one year of industry experience. He has a background that includes roles in real estate and sales, with ongoing involvement in House Donahue, LLC, which provides mortgage, real estate, and bookkeeping services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.
Benjamin S
Series 63, Series 65
Natchitoches, LA
Cambridge Investment Research Advisors
Benjamin Stevens is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 23 years at Linsco/Private Ledger Corp. Stevens also operates Stevens Financial LLC as a business entity for tax and investment purposes. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers various investment solutions with discretionary and non-discretionary options, proprietary and third-party strategies, and features designed to support advisors and clients alike.
William C
CFP®, Series 63
Natchitoches, LA
OSAIC
William Cross is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with OSAIC since 2023. Prior to joining OSAIC, he worked at FSC Securities for 13 years. He serves as a board member of the Louisiana Sports Hall of Fame Foundation. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that may include various asset classes and third-party managed accounts.
Chad P
Series 63, Series 66
Natchitoches, LA
Cetera
Chad Pugh is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Mass Mutual Investors Services and Hancock Whitney Bank. Pugh is based in Natchitoches, Louisiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.
Donovan O
Series 66
Natchitoches, LA
Edward Jones
Donovan Ohnoutka is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He previously worked at Ameriprise and BOM Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
12 advisors near
71457
within the area shown on the map
Out of 400,000+ nationwide