Albert Judson
Advisor at Copper Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Albert Judson is a financial advisor at Copper Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Advisers, Judson Financial Agency, Allstate Insurance, Edward Jones, Pelican State Credit Union, and Primerica Financial Services. Copper Financial primarily serves credit union members and offers financial planning, discretionary portfolio management through approved third-party managers, an in-house asset allocation managed portfolio, and an online guided investing program, along with brokerage and insurance products.
Client services
Based on Copper Financial
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Fees from third-party managers to whom we refer business
Fees from third-party managers to whom we refer business
Expertise
Based on Copper Financial
Retirement income strategy
Long-term care insurance
Income planning
Fee options
In limited situations, financial plans may be prepared for a flat fee; maximum financial planning fee $5,000.
Brokerage commissions apply to brokerage services; specific amounts not stated in brochure.
Financial planning fees generally $250 per hour, negotiable.
Fee-only: Financial planning fees generally $250 per hour, negotiable; maximum fee $5,000 per financial plan; may offer reduced or no charge in some cases.
Location
1804 Church Street
Zachary, LA 70761
Most active in
Albert J has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Work history
Copper Financial Network, LLC
2025 - Present (1 year)
Cetera
2024 - 2025 (1 year)
Cetera Investment Services Llc
2024 - 2025 (1 year)
Judson Financial Agency, LLC
2021 - 2025 (4 years)
Allstate Insurance Co
2019 - 2024 (5 years)
Edward Jones
2017 - 2019 (2 years)
Pelican State Credit Union
2014 - 2017 (3 years)
Primerica Financial Services
2009 - 2017 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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