Advisor at Kovack Advisors, inc.
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
Natchitoches, LA 71457
Credentials
Series 63, Series 65
Industry experience
35 years
David Kees Sr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining OSAIC in 2023, he worked at SagePoint Financial, Inc. for 14 years. Outside of his advisory role, he operates Kees Financial Services, where he sells fixed insurance products and provides employee benefits services. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and utilizes technology-driven investment processes combined with access to multiple custodial platforms and third-party managers.
Based on Kovack Advisors, inc.
Based on Kovack Advisors, inc.
Fixed fees for financial planning services negotiated per engagement; initial consultations and plan updates may have fixed fees.
Negotiable up to 2.90% annually (can be flat percentage, tiered schedule, or other break points as agreed)
Clients may pay commissions on securities transactions when IARs are Registered Representatives of affiliated broker-dealer KSI; includes 12b-1 fees for mutual funds, insurance commissions, and other related compensation separate from advisory fees.
Hourly financial planning fees up to $350 per hour maximum (negotiable).
Account minimum: $10,000 to $100,000 (minimums generally range in this interval and can be waived; varies by account option)
113 S Drive, Suite 4
Natchitoches, LA 71457
Louisiana · Texas
Kovack Advisors, Inc.
2026 - Present (1 year)
Kovack Securities, Inc.
2026 - Present (1 year)
OSAIC
2023 - 2026 (3 years)
SAGEPOINT FINANCIAL, Inc.
2009 - 2023 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Natchitoches, LA
Ignite Planners LLC
Jimmy Long Jr. is a Series 65-licensed financial advisor with seven years of industry experience, currently with Ignite Planners LLC. He has held roles at multiple firms including Caitlin John, LLC and Armis Advisers, LLC. In addition to his advisory work, he maintains a law practice through Jimmy D. Long, Jr., LLC. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and referrals to third-party money managers, utilizing a multi-disciplinary investment process and performance-based compensation arrangements for qualified clients.
Series 66
Natchitoches, LA
Edward Jones
Aaron Johnson is a financial advisor with Edward Jones in Natchitoches, LA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a business related to real estate holdings from a grocery store he previously operated. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Series 63, Series 66
Natchitoches, LA
Edward Jones
Felix Perot III is a financial advisor at Edward Jones in Natchitoches, LA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm operates a large nationwide network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.
Series 66
Natchitoches, LA
Edward Jones
William Adams is a financial advisor with Edward Jones in Natchitoches, LA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
CFP®, Series 63, Series 65
Natchitoches, LA
LPL Financial
Joseph Cunningham Jr. is a CFP® with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. His prior experience includes roles at Ameriprise Financial Services, Sagepoint Financial, Travelers Insurance, and operating the Cunningham Agency. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Series 63, Series 66
Natchitoches, LA
OSAIC
William Cross is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FSC Securities for 13 years. Cross is also an insurance agent offering fixed annuities, variable annuities, variable life insurance, fixed life insurance, and long-term care insurance through his role at Cross Financial Group LLC. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and tools, supporting thousands of advisors and managing approximately $200 billion in assets.
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