Lake Charles, LA Office

Team
Updated today

Client AUM

$18,007,367,342

Clients

32,532

Advisors

2

Of 511 advisors across 152 offices

Location

1403 W Prien Lake Rd

Lake Charles LA 70601

Advisors at this office

2

Advisors at this office

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Shiela D

Series 63, Series 65

Lake Charles, LA

Benjamin F. Edwards & Company, Inc.

Shiela Doucet is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 designations and has previous experience at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. She is based in Lake Charles, Louisiana. Benjamin F. Edwards & Company provides investment advice and related services to individual and institutional clients, including high-net-worth investors, retirement plans, trusts, estates, and corporations. The firm offers a range of investment strategies, combining model-based and customized portfolios, and supports clients with financial planning, retirement consulting, and investment management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Robert M

CFP®, Series 63

Lake Charles, LA

Benjamin F. Edwards & Company, Inc.

Robert Mendelson Jr. is a CFP®-designated financial advisor with 44 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., having joined the firm in 2024 after over a decade at Ameriprise. Mendelson is a partner in Brownsfan LLC, a local investment-related business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory services and employs a mix of firm-developed and third-party investment strategies with ongoing oversight by an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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