Alexandria, LA Office

Team
Updated today

Client AUM

$11,851,178,380

Clients

52,539

Advisors

3

Of 314 advisors across 164 offices

Location

5432 Provine Place

Alexandria LA 71303

Advisors at this office

3

Advisors at this office

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Trey W

Series 66

Alexendria, LA

Independent Financial partners

Trey Woodrum II is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. Outside his primary role, he is involved with Wellspring Advisor Group as a wealth advisor focusing on client relationships. Independent Financial Partners operates a nationwide network of independent Investment Adviser Representatives, providing investment advisory, financial planning, trust, and retirement-plan services. The firm manages over $12 billion in assets and offers both decentralized individual investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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John C

Series 66

Alexandria, LA

Independent Financial partners

John Carroll is a Series 66-credentialed financial advisor with Independent Financial Partners, bringing 23 years of industry experience. He has worked with IFP Securities, LLC and LPL Financial, LLC during his career. Outside of his advisory role, Carroll serves on several local boards, including the Louisiana Health Care Quality Forum as a former president, the Louisiana Utility Restoration Committee as secretary/treasurer, and participates in community development efforts in Alexandria, Louisiana, such as the Downtown Alexandria Investor Group. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both individualized and centralized investment management options, with a noted focus on retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Jacob R

Series 66

Alexandria, LA

Independent Financial partners

Jacob Ryder is a financial advisor with Independent Financial Partners, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Wellspring Advisor Group and LPL Financial, and has also served as a financial analyst at Wellspring Advisor Group. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base and offers a decentralized advisory model with notable retirement-plan and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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