Top private / alternative investments financial advisors in Ruston, LA

Thomas Bates is a financial advisor with Oakwater Financial Advisors LLC in Ruston, Louisiana. He holds a Series 65 license and has three years of industry experience. Prior to his current role, he was a CPA and partner at Oakwater Financial Group LLC, a tax and accounting firm he co-owns with his father. He also provides contract CFO and management consulting services through Oakwater Financial LLC. Oakwater Financial Advisors LLC offers investment portfolio management, financial planning, and pension consulting to individuals, pension plans, and business entities. The firm employs a range of strategies including options and short-selling, and advises across various investment vehicles, combining pension consulting with alternative investments and insurance products.

Edward Madden is a financial advisor with Eagle Strategies (NY Life) in Ruston, LA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Eagle Strategies since 2022 and maintains roles with Elm Financial and New York Life Insurance Company, where he has been affiliated for over two decades. Outside of his advisory work, Madden serves as a board member and range officer for the Ruston Gun Club and chairs the Administrative Council and Executive Committee at Trinity Methodist Church. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

Jonathan Blount is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones. Outside of finance, Blount is involved in music as a teacher and performer with his band Jukebox BOOMers and owns a ministry business in Ruston, LA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and planning services, utilizing model portfolios and research from multiple sources to support diversified and tactical investment strategies.

Bobby Conville Jr. is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 34 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. In addition to his advisory role, he serves as a notary public in Lincoln Parish, Louisiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

William Mc Culloch is a financial advisor at Edward Jones in Ruston, LA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Mc Culloch serves as a board member of Kiwanis of Ruston. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various investment strategies, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Thomas Trefzger is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Sprint and also spent time at Cleveland State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with managed account solutions and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust company and in-house tax and business consulting.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.