Lafayette, LA 300 Rue Beauregard Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,974 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.

RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.

Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.

Based on Raymond James Financial

Expertise

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

300 Rue Beauregard, Suite E

Lafayette LA 70508

Advisors at this office

5

Advisors at this office

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Philip L

Series 66

Lafayette, LA

Raymond James Financial

Philip Ledet is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Stratos Wealth Partners, LPL Financial, and Voya Financial Advisors. He is also the owner of Ledet Wealth Management, LLC, which he uses to manage income and expenses related to his Raymond James affiliation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Emily A

Series 66

Lafayette, LA

Raymond James Financial

Emily Arcement is a financial advisor at Raymond James Financial with four years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. Outside of her advisory role, she is involved with Headkicks MMA & Fitness Club, where she performs administrative work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Charles S

Series 63, Series 65

Lafayette, LA

Raymond James Financial

Charles Soprano Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has served with Raymond James since 2009. Outside of his advisory role, he is the finance committee chair at Sacred Heart of Jesus Church and serves on the advisory board of St. Thomas More Catholic High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Charles S

Series 66

Lafayette, LA

Raymond James Financial

Charles Soprano III is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he attended Louisiana State University and St. Thomas More High School. He is also involved with The Investment Partners of Acadiana LLC in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning using analytical tools and supports a wide advisor network with specialized municipal and public-finance services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Curt A

CFP®, Series 63, Series 65

Lafayette, LA

Raymond James Financial

Curt Arcement is a CFP® professional with 29 years of experience in financial advising, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Investment Partners of Acadiana, LLC for seven years. Outside of his advisory role, he is involved in several business ventures, including co-ownership of a mixed martial arts gym and a fight promotion company, as well as providing accounting and business consulting services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and consulting, using analytical tools and risk profiling to support clients’ goals, and features specialized programs such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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