Top financial advisors in Houma, 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 Houma, LA, and face financial decisions impacted by hurricane risks, you need advisors who understand how to integrate insurance and storm-risk planning into your overall strategy. Without this expertise, you might overlook critical protections that could safeguard your assets and future.
- Insurance and storm-risk focus. Confirm how they incorporate local hurricane exposure into your financial plan.
- Experience with local regulations. Ask how they navigate Louisiana-specific insurance and tax rules.
- Comprehensive risk assessment. Look for advisors who evaluate both your investment and disaster preparedness needs.
- Coordination with insurance providers. Ensure they work closely with your insurers to align coverage with your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Arlen L
Series 63
New Orleans, LA
NEwEdge Advisors
Arlen Ledet's 41 years of experience and affiliation with Wells Fargo Clearing equip him to address financial planning needs in Houma, LA, including considerations for hurricane-related risks. His firm's IPS-driven approach incorporates insurance-related vehicles and bank deposit sweep options, offering a comprehensive strategy that benefits high-net-worth clients seeking flat-fee arrangements within a large firm environment.
Experience: 41 years
Avg account: $813,531
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Donald R
Series 63, Series 65
Houma, LA
Primerica Advisors
Donald Robinson's extensive 44 years of experience and Series 63 and 65 licenses position him well to address financial planning needs in Houma, LA, including considerations for hurricane-related risks. Operating within Primerica Advisors, a large firm offering discretionary asset management and a wrap-fee structure, he serves both individual and high-net-worth clients, differentiating him through access to curated third-party asset managers and model-delivery strategies.
Experience: 44 years
Avg account: $228,117
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Zachary L
ChFC®, Series 66
Houma, LA
Edward Jones
Zachary Lapeyrouse in Houma, LA, offers wealth management with a focus on tax-loss harvesting and multi-generational wealth transfer, supported by seven years of industry experience and credentials including ChFC® and Series 66. Affiliated with Edward Jones, a large firm serving over four million clients, he provides access to diverse advisory programs and investment strategies, differentiating him through extensive firm resources and a comprehensive approach to financial planning.
Experience: 8 years
Avg account: $246,728
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Robert M
Series 63
DeRidder, LA
Raymond James Financial
Robert Mclamore brings 22 years of experience in wealth management and retirement plans, making him well-equipped to address financial needs in Houma, LA, including considerations for hurricane-related risks. Affiliated with LPL Financial, a large firm offering both advisory and brokerage services, he provides flat-fee financial planning and serves a diverse client base, which may offer broader resources compared to smaller local advisors.
Experience: 22 years
Avg account: $700,796
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Ralph B
Series 65
Houma, LA
Ash Matson Wealth Partners, Inc.
Ralph Bourgeois offers wealth management services in Houma, LA, with 20 years of experience and a Series 65 credential, making him well-equipped to address financial planning needs impacted by local hurricane risks. His independent status and affiliation with Ash Matson Wealth Partners, which emphasizes individualized asset allocation and works without discretionary trading authority, distinguish him from other advisors by focusing on tailored investment advice and collaboration with third-party advisers.
Experience: 20 years
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