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10 advisors near 70345
Out of 400,000+ nationwide
Kenneth L
Series 63, Series 65
Larose, LA
Advisor Resource Council
Kenneth Lemoine is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2015 and currently leads Lemoine Wealth Management LLC. Outside of his advisory roles, he is involved in insurance services and owns an insurance agency. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies incorporating artificial intelligence tools alongside traditional analysis, providing discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.
Sydney H
Series 66
Larose, LA
Eagle Strategies (NY Life)
Sydney Hale is a financial advisor with Eagle Strategies (NY Life) based in Fairhope, Alabama, holding a Series 66 designation and 15 years of industry experience. Hale has been affiliated with Eagle Strategies and related New York Life entities since 2012 and operates under the DBA names Triche/Doverspike Financial Group, Inc. and Emerald Wealth Partners LLC. Outside of advisory work, Hale serves as a board member of the New Orleans Estate Planning Council, engaging in event planning and professional networking within the estate planning community. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and leverages third-party managers and model portfolios rather than firm-controlled discretionary mandates, supported by a network of more than 2,000 investment adviser representatives.
Jack D
Series 63, Series 65
Larose, LA
Eagle Strategies (NY Life)
Jack Doverspike is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has been affiliated with New York Life Insurance Co. and Nylife Securities Inc. since 1986. He is the owner of Triche Doverspike Financial Group, Inc., which brokers non-registered insurance products, and also owns Marlin Ventures Inc., a company that owns the building housing his business office. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 investment adviser representatives. The firm emphasizes client-directed solutions using third-party managers and model portfolios and combines advisory services with affiliated insurance and broker-dealer capabilities as part of New York Life.
Lonny B
Series 66
La Rose, LA
Eagle Strategies (NY Life)
Lonny Babin is a financial advisor with Eagle Strategies (NY Life) who holds a Series 66 credential and has nine years of industry experience. He has been with Eagle Strategies since 2017 and has also been associated with Nylife Securities LLC and New York Life Insurance Co. since 2015. Outside of his advisory role, Babin serves as a board member for the Diocese of Soroti Mission Partnership, which supports community development and humanitarian efforts in Uganda. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management as of December 2024.
Crystal F
Series 66
Raceland, LA
Edward Jones
Crystal Foster is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she pursues chalk painting and collects glass, often refurbishing old furniture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Case T
Series 66
Cut Off, LA
LPL Financial
Case Terrebonne is a Series 66 licensed financial advisor with LPL Financial, based in Thibodaux, Louisiana. He has 16 years of industry experience and has been with LPL Financial since 2012. Outside of his advisory role, Terrebonne is a part-owner of a family gift shop and co-owns several other local businesses, including an automotive enterprise and a seasonal retail location. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through its extensive network of investment adviser representatives.
Holden L
Series 66
Cut Off, LA
Cetera
Holden Ledet is a financial advisor at Cetera with Series 66 credentials and no prior industry experience. He owns Holden Ledet CPA LLC, a tax services business he has operated since 2017. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to third-party money managers across various program structures.
Alexandria A
Series 66
Cut Off, LA
LPL Financial
Alexandria Aucoin is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2021, she worked in education at Nicholls State University and Vandebilt Catholic High School. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various advisory programs and investment solutions supported by an in-house Research team and a large network of investment adviser representatives.
Chad C
Series 66
Cut Off, LA
Edward Jones
Chad Chustz is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he owns CGC Group, a commercial real estate business in Raceland, LA, and has a limited partnership interest in Night Trippin' LLC, a motion picture company based in New Orleans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Raleigh G
CFP®, Series 63
Cut Off, LA
LPL Financial
Raleigh Galiano Jr. is a CFP® professional with 33 years of industry experience, currently serving at LPL Financial since 2012. He operates a DBA, Galiano Wealth Management Group, LLC, based in Cut Off, Louisiana. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering a range of financial planning, model-portfolio advisory programs, and third-party asset management solutions.
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Finding advisors...
10 advisors near 70345
Out of 400,000+ nationwide