Top financial advisors in Alexandria, LA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering financial advisors in Alexandria, LA when you're facing complex financial decisions that require local expertise and personalized insight. Choosing an advisor who lacks familiarity with the regional market and regulations can lead to missed opportunities or costly mistakes.
- Local market knowledge. Confirm how well they understand Alexandria's economic landscape and any state-specific tax considerations.
- Experience with diverse firms. Ask about their background working within different firm sizes to see how that shapes their approach.
- Fee structure clarity. Understand whether they charge flat fees or other models, and how that aligns with your financial goals.
- Client demographic fit. Check if their experience matches your generational or wealth profile to ensure relevant advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Gene D
Series 63, Series 65
Alexandria, LA
OSAIC
Gene Davis Jr. offers 25 years of experience in Alexandria, LA, specializing in annuities and serving founders, executives, and retirees. Operating within the large firm OSAIC, he provides flat-fee financial planning and consulting services, with fees generally up to $25,000, which may suit clients seeking transparent pricing and comprehensive investment strategies.
Experience: 26 years
Avg account: $398,336
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Jacob C
Series 66
Alexandria, LA
Edward Jones
Jacob Cooper's seven years of experience and Series 66 designation equip him to navigate Alexandria's financial landscape, especially in wealth management and multi-generational wealth transfer. Working at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach with a fee structure up to 1.35% annually, catering to diverse clients including executives and business owners.
Experience: 8 years
Avg account: $246,728
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Dillard B
Series 63, Series 65
Alexandria, LA
Cetera
Dillard Brazzel's 26 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners make him well-suited for clients in Alexandria, LA facing complex financial decisions. Operating within Cetera, a large firm offering flat-fee and hourly consulting options, he serves high earners and those approaching retirement, providing personalized strategies backed by a broad institutional platform.
Experience: 26 years
Avg account: $306,089
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James L
Series 63
Metairie, LA
Mass Mutual Investors Services
James Leatherman Jr. offers over 32 years of experience in Alexandria, LA, specializing in business exit strategies and tax-loss harvesting, which suits self-employed clients and business owners. His affiliation with Primerica Advisors, a large firm, provides access to diverse investment strategies and flexible fee options including flat fees and subscription plans, distinguishing him from advisors with narrower service models.
Experience: 32 years
Avg account: $249,379
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Cohen L
Series 66
Alexandria, LA
LPL Financial
Cohen La Cour offers expertise in wealth management and retirement plans for business owners, supported by five years of industry experience and a Series 66 designation, making him well-suited for clients in Alexandria, LA. Affiliated with LPL Financial, a large firm known for diverse investment solutions and flat-fee financial planning, he caters to a broad client base including high-net-worth households and institutions, distinguishing him from advisors at smaller firms.
Experience: 5 years
Avg account: $399,489
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