Shreveport, LA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$18,007,367,342
ClientsTotal clients
32,532
AdvisorsAdvisors at this office
3
Of 511 advisors across 152 offices
Location
7607 Fern Avenue, Suite 102
Shreveport LA 71105
Advisors at this office
3
Advisors at this office
William S
Series 63, Series 65
Shreveport, LA
Benjamin F. Edwards & Company, Inc.
William Sumlin is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Benjamin F. Edwards since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Sumlin serves on the advisory board for the Louisiana Tech University College of Business Student Managed Investment Fund. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies supported by a dedicated Investment Strategy Committee.
Jimmy S
CFP®, Series 63
Shreveport, LA
Benjamin F. Edwards & Company, Inc.
Jimmy Scruggs is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2018. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he serves on the Institutional Review Board at Willis Knighton Hospital and is a board member and partial owner of a family investment group managing mineral rights and stock holdings. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized strategies, combining active and passive investment approaches, and supports clients with ongoing due diligence, monitoring, and rebalancing.
Marcia J
Series 63, Series 66
Shreveport, LA
Benjamin F. Edwards & Company, Inc.
Marcia Jones is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party model strategies with ongoing oversight from an Investment Strategy Committee.
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