user avatar

Troy Stine

Advisor at Prosperity Capital Advisors

Updated today

Location

Lake Charles, LA 70601

Credentials

Series 63

Industry experience

26 years

About

Troy Stine is a financial advisor with Prosperity Capital Advisors in Lake Charles, LA, holding a Series 63 designation and 26 years of industry experience. His prior roles include nearly a decade at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. He is active in financial education as the chapter president of the American Financial Education Alliance and an instructor for the Society of Financial Awareness. Additionally, Mr. Stine serves on the City of Lake Charles Alcohol Review Board and operates his own tax and wealth planning firm. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual, corporate, charitable, and retirement plan clients. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and access to alternative investments, serving a broad range of clients including separate advisors and institutional investors.

Client services

Based on Prosperity Capital Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Prosperity Capital Advisors

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Prosperity Capital Advisors

Founder/Business Owner Executive

Demographic focus

Based on Prosperity Capital Advisors

HENRY (High Earners, Not Rich Yet)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees typically range from $500 to $50,000 for financial planning and consulting services; fees for seminars range from $0 to $250.

Percentage

$0 - $499,999: 0.50% (50 basis points) $500,000 - $999,999: 0.40% (40 basis points) $1,000,000 - $1,999,999: 0.30% (30 basis points) $2,000,000 - $4,999,999: 0.25% (25 basis points) $5,000,000+: 0.20% (20 basis points)

Commissions

Certain supervised persons may earn commissions through unaffiliated broker-dealers for insurance or securities products.

Project-based

Typically $100 to $1,000 per hour for financial planning and consulting services.

Subscriptions

Subscription fees may range from $100 to $2,500 monthly for financial planning and consulting services; administrative fees for client directed assets is $150/year billed monthly.

Other

Account minimum: $1,000 to $250,000 depending on the advisory services selected Minimum fee: $150 minimum annual investment management fee charged monthly Fee-only: Financial planning, consulting, and other services fees negotiable; typically $100 to $1,000 per hour, $100 to $2,500 monthly fee, or fixed fee of $500 to $50,000; subscription-based fees may apply for certain services.

Location

800 Ryan Street, Suite 200

Lake Charles, LA 70601

Most active in

Louisiana · Texas

Work history

C2P Capital Advisory Group, LLC dba Prosperity Capital Advisors

2023 - Present (3 years)

J.W. Cole Advisors, Inc.

2014 - 2023 (9 years)

J.W. Cole Financial, INc.

2014 - 2023 (9 years)

The Stine Group (d.b.a. for taxes)

2007 - Present (19 years)

Stine Tax Wealth Planning, LLC (d.b.a. for advisor business)

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Michael F

Series 63, Series 65

Lake Charles, LA

Fullington & Associates, LLC

Michael Fullington is the sole advisor at Fullington & Associates, LLC in Lake Charles, Louisiana, holding Series 63 and Series 65 credentials with 16 years of industry experience. He has been with Fullington & Associates since 2004. Fullington & Associates provides ongoing asset management and personal financial planning for individual clients, managing approximately $10.1 million. The firm serves a small client base with a hands-on approach, combining various analytical methods in its investment decisions and maintaining written policies on personal trading and conflict disclosures.

General retirement planning
user avatar

Daniel F

CFP®, CFA®, Series 66

Lake Charles, LA

FMP Wealth Advisers

Daniel Frick is a CFP®, CFA®, and Series 66-licensed advisor with 18 years of industry experience. He has been with Financial Management Professionals, Inc. (FMP Wealth Advisers) since 2012. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts, employing a proprietary manager selection process and discretionary authority, and manages approximately $1.13 billion for about 700 clients.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
user avatar

John H

CFP®

Lake Charles, LA

FMP Wealth Advisers

John Hixson is a CFP® professional with 23 years of experience in financial advising at FMP Wealth Advisers in Lake Charles, LA. He has been associated with Financial Management Professionals, Inc. since 1993 and manages private investments through a family limited liability company. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, serving approximately 700 clients and managing around $1.13 billion in assets.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
user avatar

Joshua W

Series 65

Lake Charles, LA

FMP Wealth Advisers

Joshua Williams is a financial advisor at FMP Wealth Advisers with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Southern Mississippi and FOCUS. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, managing approximately $1.13 billion for about 700 clients.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
user avatar

James S

Series 65

Lake Charles, LA

Chelsea Advisory Services, Inc.

James Stephenson is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Chelsea Advisory Services, Inc. since 2021 and previously held roles at J.W. Cole Advisors, Inc. and Stine Financial. Outside of his advisory role, he operates Stephenson Tax Group, a separate tax-related business. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm follows a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis and emphasizing integration with an affiliated broker-dealer and custody platform.

Wealth management
user avatar

Ashley N

Series 66

Lake Charles, LA

Centaurus Financial, Inc.

Ashley Navarre is a financial advisor with Centaurus Financial, Inc. in Lake Charles, LA, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones from 2017 to 2021. Outside of her advisory role, she programs workouts at CrossFit Lake Charles, a gym she has been involved with since 2009. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")