Top financial advisors in Bogalusa, 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.
When you live in Bogalusa, LA, preparing for financial risks like hurricanes and insurance needs is crucial to protect your assets and income. An advisor unfamiliar with these local challenges might overlook key protections, leaving you exposed to unexpected losses.
- Local risk expertise. Confirm how they incorporate hurricane and storm risk into your financial plan.
- Insurance integration. Ask how they evaluate your insurance coverage alongside your investment and retirement goals.
- Experience with regional markets. Look for advisors who understand Louisiana's economic factors affecting your financial decisions.
- Comprehensive cash flow planning. Ensure they consider emergency funds and disaster preparedness as part of your overall strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Justin M
Series 63, Series 65
Franklinton, LA
LPL Financial
Justin Miller offers financial planning through LPL Financial, a large firm with extensive resources and a national network, which can be beneficial for managing risks relevant to Bogalusa, LA. Although he has one year of industry experience and specializes in college savings plans, his flat-fee structure and background in business may provide flexible and practical financial solutions compared to other advisors.
Experience: 1 year
Avg account: $399,489
-
Carrie Y
Series 63, Series 66
Carriere, MS
HUB Investment Partners, LLC
Carrie Yates offers financial planning with 12 years of experience and holds Series 63 and 66 licenses, supporting clients near Bogalusa, LA from Carriere, MS. Her firm, HUB Investment Partners, serves diverse clients including institutions and municipalities, using a mix of model portfolios and custom strategies, with flat and hourly fee options that may suit those seeking transparent, flexible pricing.
Experience: 12 years
Avg account: $1,320,897
-
Billy H
Series 66
Bogalusa, LA
Edward Jones
Billy Hartfield offers retirement planning expertise in Bogalusa, LA, supported by 16 years of industry experience and a Series 66 designation. His affiliation with Edward Jones, a large firm serving over four million clients with diverse advisory programs and a fiduciary standard, provides access to comprehensive wealth management services that may address local financial risks and insurance integration effectively.
Experience: 16 years
Avg account: $246,728
-
Willis H
Series 63, Series 66
Covington, LA
Cetera
Willis Hetler brings 21 years of experience and expertise in wealth management and retirement plans for business owners, which can help address financial risks relevant to Bogalusa, LA residents. Operating from Cetera, a large SEC-registered firm, he offers flexible fee structures including flat fees and hourly consulting, distinguishing him with seasoned insight and a multi-manager investment approach.
Experience: 21 years
Avg account: $306,089
-
William S
Series 66
Folsom, LA
WMS Group LLC
William Stewart brings 20 years of experience and a Series 66 designation, offering expertise in options, derivatives, real estate investing, and annuities, which can help address complex financial risks relevant to Louisiana's environment. His firm, WMS Group LLC, serves both high-net-worth individuals and institutions with discretionary portfolio management and financial planning, charging 1.5% AUM fees and $250 hourly for planning, distinguishing him with a structured investment approach and diverse client base.
Experience: 20 years
Avg account: $497,059
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Bogalusa, LA
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)