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125 advisors near 70601
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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.
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.
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.
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.
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.
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.
Patrick S
Series 66
Lake Charles, LA
Centaurus Financial, Inc.
Patrick Shields is a financial advisor with Centaurus Financial, Inc. in Lake Charles, LA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc., GCG Wealth Management, Questar Capital Corporation, and Questar Asset Management. Outside of his advisory work, he manages a cattle farming operation and serves as vice president of a local nonprofit festival, as well as finance committee chairman for his church. Centaurus Financial, Inc. provides advisory services through a large network of independent representatives, serving individuals, families, businesses, and institutions. The firm offers a range of financial planning, investment management, and retirement services, employing both fundamental and technical analysis, and manages substantial discretionary and non-discretionary assets.
Elizabeth H
Series 63, Series 65
Lake Charles, LA
Eagle Strategies (NY Life)
Elizabeth Hebert is a financial advisor with Eagle Strategies (NY Life) based in Lake Charles, LA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Eagle Strategies, she worked at NYLIFE Securities LLC and has experience as a pharmacist. Outside of finance, she teaches yoga and ontological coaching and volunteers with the American Cancer Society Hope Ball planning committee. Eagle Strategies LLC serves individuals—including high net worth clients—employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm emphasizes client-directed solutions using third-party managers and model portfolios, combining advisory services with affiliated insurance and broker-dealer capabilities as a New York Life subsidiary.
Danielle G
Series 66
Lake Charles, LA
Newedge Advisors
Danielle Granger is a financial advisor with NewEdge Advisors holding a Series 66 designation and 10 years of industry experience. She has worked at NewEdge Advisors and LPL Financial since 2017, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Granger also provides administrative services through several independent investment advisor entities she is affiliated with. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.
Samuel H
Series 63, Series 65
Lake Charles, LA
Eagle Strategies (NY Life)
Samuel Hebert is a financial advisor with Eagle Strategies (New York Life) based in Lake Charles, LA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been operating the Sam Hebert Financial Group since 2010 and has been affiliated with New York Life and its related entities since 1995. Outside of financial advising, he volunteers as a child advocate with the Court Appointed Special Advocates program and is an investor in various non-investment ventures including digital health and music technology startups. 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 the use of third-party managers and model portfolios, operating as a subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.
Dustin G
CFP®, Series 66
Lake Charles, LA
Newedge Advisors
Dustin Granger is a financial advisor with NewEdge Advisors in Lake Charles, LA, holding the CFP® designation and Series 66 license, with 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and LPL Financial. He provides investment advisory services primarily through NewEdge Advisors, an independent registered investment advisor. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program. The firm’s investment approach involves asset allocation across mutual funds, ETFs, and individual securities, with regular portfolio reviews and rebalancing.
Keith R
Series 63
Lake Charles, LA
Integrity Alliance, LLC
Keith Richardel is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and 26 years of industry experience. He has been with Brokers International Financial Services since 2014. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and retirement plan consulting through a network of independent advisers. The firm employs various portfolio management approaches and provides access to multiple custodial platforms and third-party manager programs.
Maxwell S
Series 66
Lake Charles, LA
Newedge Advisors
Maxwell Sprigg is a financial advisor at NewEdge Advisors with a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial, Toujours Planning, Waitr Holdings, and Dunham Price. Outside of finance, he owns Center Street Records, LLC, a music-related business. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.
Shiela D
Series 63, Series 65
Lake Charles, LA
Benjamin F. Edwards & Company, Inc.
Shiela Doucet is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services from 2009 to 2024. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory programs and investment management solutions, utilizing a combination of firm-developed and third-party strategies with oversight from an Investment Strategy Committee.
George S
Series 63, Series 66
Lake Charles, LA
Eagle Strategies (NY Life)
George Stark Jr. is a financial advisor with Eagle Strategies (NY Life) based in Lake Charles, LA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been affiliated with Nylife Securities Inc. and New York Life Insurance Company since 1992. In addition to his advisory role, he works as an insurance broker selling fixed annuities. 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 the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.
Randall H
Series 66
Lake Charles, LA
Centaurus Financial, Inc.
Randall Harless is a financial advisor with Centaurus Financial, Inc. in Lake Charles, LA, holding a Series 66 license and 16 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, Questar Asset Management, and GCG Wealth Management. Outside of his advisory work, he is involved as an independent contractor with Terrell and Associates, LLC, focusing on insurance and annuity sales. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, small businesses, and institutional clients, offering financial planning, asset management, and access to third-party money managers. The firm employs a mix of fundamental and technical analysis and supports both discretionary and non-discretionary accounts.
Austin T
Series 66
Lake Charles, LA
Centaurus Financial, Inc.
Austin Terrell is a Series 66-licensed financial advisor with Centaurus Financial, Inc., where he has worked since 2022. He has three years of industry experience and has held roles in legal and mortgage associations prior to his current advisory position. Outside of his advisory work, Terrell serves as Vice President of UTEC Enterprise LLC, a company involved in fabrication, maintenance, and repair for commercial trucks and generators. Centaurus Financial, Inc. provides advisory services to individuals, families, small businesses, corporations, and institutional clients. The firm offers financial planning, investment management, access to third-party money managers, and retirement-plan advisory services through a network of independent representatives.
Stacey C
Series 63, Series 66
Lake Charles, LA
Centaurus Financial, Inc.
Stacey Corbello is a financial advisor with Centaurus Financial, Inc. in Lake Charles, LA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. Her prior roles include positions at Woodbury Financial Services, Questar Asset Management, JD Bank/JD Prime Investments, and Cetera Investment Services. She serves on the Board of Directors for the Better Business Bureau of Southwest Louisiana. 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. The firm employs a combination of fundamental and technical analysis and offers a range of investment programs, including unified managed accounts and retirement-plan advisory services.
Robert M
CFP®, Series 63
Lake Charles, LA
Benjamin F. Edwards & Company, Inc.
Robert Mendelson Jr. is a CFP®-designated financial advisor with 44 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., having joined the firm in 2024 after over a decade at Ameriprise. Mendelson is a partner in Brownsfan LLC, a local investment-related business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory services and employs a mix of firm-developed and third-party investment strategies with ongoing oversight by an Investment Strategy Committee.
Daren H
Series 63, Series 65
Lake Charles, LA
VOYA Financial Advisors, Inc.
Daren Hood is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Voya since 2014 and also operates Hood Financial Group, Inc. Outside of his advisory roles, he serves as a board member of the Calcasieu 4H Foundation, a local chapter of the national 4H Club. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a variety of advisory programs combining model portfolios and manager-driven sleeves, supported by an extensive affiliate ecosystem and broker-dealer capabilities.
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Finding advisors...
125 advisors near 70601
Out of 400,000+ nationwide