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.
If you live in Bogalusa, LA, and face financial decisions impacted by hurricane risks, you need advisors who understand how to integrate insurance and storm-risk planning into your strategy. Without this expertise, you might overlook critical protections that could safeguard your assets and future.
- Insurance and storm-risk planning. Confirm how they incorporate local hurricane exposure into your financial plan to help manage potential losses.
- Experience with local regulations. Ask how they navigate Louisiana-specific rules that affect insurance and disaster recovery.
- Comprehensive risk assessment. Look for advisors who evaluate both your personal and property risks, not just investment risks.
- Coordination with insurance providers. Ensure they work closely with your insurers to align coverage with your overall financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Justin M
Series 65, Series 63
Franklinton, LA
LPL Financial
Justin Miller, based in nearby Franklinton, LA, offers wealth management and retirement planning services with a flat-fee structure through LPL Financial, a large firm known for its broad client base and integrated advisory platform. His background as a founder and business owner, combined with LPL's in-house research support, distinguishes him from other advisors by providing access to diverse investment solutions and personalized consulting.
Experience: 1 year
Avg account: $399,489
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Carrie Y
Series 63, Series 66
Carriere, MS
HUB Investment Partners, LLC
Carrie Yates offers financial planning and investment management with 11 years of experience, supported by Series 63 and 66 licenses, which can help address complex needs like hurricane risk in nearby Bogalusa, LA. Her firm, HUB Investment Partners, serves diverse clients including institutions and municipalities, using a mix of model portfolios and customized strategies, and offers flat and hourly fee options, distinguishing her from advisors with more traditional fee structures.
Experience: 12 years
Avg account: $1,320,897
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Billy H
Series 66
Bogalusa, LA
Edward Jones
Billy Hartfield offers 15 years of experience in general retirement planning and serves clients in Bogalusa, LA, where understanding local hurricane risks is crucial. Affiliated with Edward Jones, a large firm with a broad range of advisory programs and a fiduciary standard, he provides access to diverse investment strategies and coordinated wealth management services, differentiating him from smaller local advisors.
Experience: 16 years
Avg account: $246,728
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Willis H
Series 63, Series 66
Covington, LA
Cetera
Willis Hetler offers 21 years of experience and specializes in wealth management, tax-loss harvesting, and retirement plans for business owners, which can be valuable for clients in Bogalusa, LA facing hurricane-related financial risks. Operating through Cetera, a large firm, he provides flexible fee structures including flat fees and hourly consulting, catering to high earners and those approaching retirement, distinguishing him from other advisors in the region.
Experience: 21 years
Avg account: $306,089
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Jimmy W
Series 63, Series 65
Picayune, MS
Primerica Advisors
Jimmy Ward offers nearly two decades of experience with Primerica Advisors, a large firm known for discretionary asset management and model-delivery strategies. While based in Picayune, MS, his expertise in ESG investing, tax-loss harvesting, and income planning, combined with a tiered wrap-fee structure, provides a comprehensive approach that may complement local hurricane risk considerations for clients near Bogalusa, LA.
Experience: 19 years
Avg account: $228,117
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