Ann Summers
Advisor at LPL 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.
Location
Houma, LA 70360
Credentials
CFP®, Series 66
Industry experience
25 years
About
Ann Summers is a CFP®-designated financial advisor with LPL Financial, based in Thibodaux, Louisiana, and has 25 years of industry experience. She has worked with LPL Financial since 2005 and concurrently launched the non-deposit investment division at Synergy Bank, where she remains active. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional product offerings such as insurance and lending services.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
210 Synergy Center Blvd
Houma, LA 70360
Most active in
Ann S has reported serving >5 clients in these states in the last 12 months.
California · Louisiana · Texas
Work history
LPL Financial, LLC (Formerly: LINSCO/PRIVATE LEDGER CORP.)
2005 - Present (21 years)
Synergy Bank
2005 - Present (21 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
Jona H
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Mary Lucy B
CFP®, Series 65
Houma, LA
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John H
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Houma, LA
Hassell Wealth Management
John Hassell is a financial advisor at Hassell Wealth Management with 42 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at LPL Financial LLC from 2005 to 2018 before joining his current firm in 2018. Outside of his advisory role, he is the owner of Hassell Family Enterprises, which operates a bed and breakfast in Gray, Louisiana. Hassell Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory-based investment approach, building globally diversified portfolios tailored to each client’s risk profile and circumstances.
Stephen H
CFP®
Houma, LA
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Stephen Hassell is a CFP® professional with nine years of industry experience. He has worked at Hassell Wealth Management since 2018 and previously spent ten years at LPL Financial, llc. Hassell also has a 20-year tenure associated with Hassell Wealth Management, LLC. Hassell Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory approach to build globally diversified portfolios and manages accounts on a discretionary basis for approximately 400 clients.
Alexandra H
CFP®, Series 63
Houma, LA
Hassell Wealth Management
Alexandra Hassell is a CFP® with 12 years of industry experience, currently serving at Hassell Wealth Management since 2018. Prior to this, she worked at LPL Financial, LLC from 2013 to 2018. Hassell Wealth Management serves individuals, families, businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $348.6 million in discretionary assets for around 400 clients, employing a globally diversified investment approach based on modern portfolio theory and fundamental analysis.
Katherine H
CFP®, Series 63, Series 65
Houma, LA
Hassell Wealth Management
Katherine Hebert is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Hassell Wealth Management since 2020. Her prior experience includes roles at Hancock/Whitney Bank and Hancock/Whitney Investment Services, Inc., as well as positions at Foresters Financial Services and LPL Financial. Hassell Wealth Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm applies modern portfolio theory to build globally diversified portfolios tailored to each client’s risk profile and objectives.
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