Lafayette, LA Ambassador Caffery Parkway Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,448 advisors across 2,954 offices

Location

3639 Ambassador Caffery Parkway, Suite 218

Lafayette LA 70503

Advisors at this office

2

Advisors at this office

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Guy B

Series 63

Lafayette, LA

Raymond James Financial

Guy Broussard III is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lafayette, LA, holding a Series 63 designation and over 40 years of industry experience. He has been affiliated with Raymond James and related entities since 2012 and also serves as a general partner in Bancker Plantation, where he manages farming and ranching contracts and income distribution. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional focus on municipal and public finance advisory services.

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

Series 65, Series 63

Lafayette, LA

Raymond James Financial

Phillip Ortego is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lafayette, LA, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has worked with Raymond James since 2015. Outside of his advisory role, he is connected to The Investment Advisory Group as an owner and is involved with The Investment Partners of Acadiana, LLC in a supportive capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through unique affiliations.

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