New Orleans, LA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Stonex Advisors Inc.
Multi-team
Firm-wide stats for Stonex Advisors Inc.
About
StoneX Advisors Inc. serves individuals (including high‑net‑worth clients), corporations, retirement plans and charitable organizations, providing discretionary and non‑discretionary portfolio management, financial planning, ERISA plan consulting, annuity allocation and related consulting services. The firm delivers these services through a mix of independent Financial Advisors and an in‑house Private Client Group, and supports multiple account structures and model-based solutions.
The firm implements strategies through advisor‑managed portfolios, proprietary StoneX Model Solutions and StoneX Select Managers, as well as third‑party money managers (TPMMs), using platforms such as Envestnet, Advyzon and Pontera for portfolio implementation, overlays and tax‑aware services. Clients may impose reasonable investment restrictions, and StoneX conducts periodic reviews and due diligence on TPMMs, models and advisory accounts.
Notable among enterprise peers, StoneX operates as part of StoneX Group and its affiliates include a broker‑dealer and a registered futures commission merchant (SFI), which provides integrated clearing, custody, sweep and lending capabilities and can affect execution, operational workflows and revenue flows. The firm also supports a large network of advisor DBAs and various sub‑advisory and promoter arrangements, which can lead to different implementation pathways, platform charges and disclosed conflicts of interest described in its Form ADV.
Based on Stonex Advisors Inc.
Location
New Orleans LA
Advisors at this office
2
Advisors at this office
Richard G
ChFC®, Series 63, Series 65
New Orleans, LA
Stonex Advisors Inc.
Richard Goglia is a financial advisor with Stonex Advisors Inc. in New Orleans, LA, holding the ChFC® designation and Securities Series 63 and 65 licenses. He has 30 years of industry experience, including prior roles at Wrp Investments, Inc. and Guardian Life. He is also the owner and member of Richmond Financial LLC, a financial services firm based in New Orleans. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement investment strategies.
Millard M
Series 63
New Orleans, LA
Stonex Advisors Inc.
Millard Morrison is a financial advisor with StoneX Advisors Inc. in New Orleans, LA, holding a Series 63 designation and 42 years of industry experience. He has worked at StoneX Advisors Inc. since 2016 and with StoneX Securities Inc. since 2002. Outside of his advisory role, he is the director and owner of Lookout Mountain Camp, a residential summer camp for boys. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management and financial planning services. The firm employs a combination of independent advisors and an in-house client group, utilizing various investment platforms and third-party managers to implement customized strategies.
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