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Albert Judson

Advisor at Copper Financial

Updated today
Copper Financial logo

Firm

Copper Financial

Location

Zachary, LA 70761

Credentials

Series 66

Industry experience

8 years

Fee options

Fixed

Financial planning may be offered for a flat fee in certain limited situations.

Commissions

Advisors receive commissions on brokerage products; amount varies by investment recommended.

Project-based

Financial planning generally at $250 per hour, negotiable.

Other

Minimum fee: Maximum fee for financial planning is $5,000.00; financial planning charged at $250 per hour, negotiable.

Work history

Copper Financial Network, LLC

2025 - Present (1 year)

Cetera Investment advisers LLC

2024 - 2025 (1 year)

Cetera Investment Services Llc

2024 - 2025 (1 year)

Judson Financial Agency, LLC

2021 - 2025 (4 years)

Allstate Insurance Co

2019 - 2024 (5 years)

Edward Jones

2017 - 2019 (2 years)

Pelican State Credit Union

2014 - 2017 (3 years)

Primerica Financial Services

2009 - 2017 (8 years)

Disclosures

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

Daniel N

Series 66

Baton Rouge, LA

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner Doctor or Medical Professional Oil & Gas

Bryan M

Series 63, Series 65

Saint Francisville, LA

Merrill

Bryan Mcclendon is Senior Resident Director at Merrill Lynch Wealth Management, where he provides wealth management planning services and portfolio strategies tailored to individuals and businesses. His expertise encompasses investment style diversification, liability management, hedges, option strategies, and alternative investments. Bryan works closely with clients and, when appropriate, their tax and legal advisors to develop financial strategies aligned with clients’ goals, risk tolerance, liquidity needs, and timelines. His focus areas include college education planning, family wealth management, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Bryan began his career at Merrill Lynch Wealth Management in 1991. He holds a bachelor’s degree in economics from Hampden-Sydney College and a high school diploma from Darlington School. He has earned the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Bryan is involved with professional organizations such as Mary Bird Perkins Cancer Center, Coastal Conservation Association, Knock Knock Museum, and Baton Rouge Symphony. He also volunteers with Grace Episcopal Church in Saint Francisville, Louisiana. Residing in St. Francisville with his wife Laura and their two sons, Turner and Mills, Bryan enjoys a range of personal interests including cooking, fishing, gardening, golfing, hiking, hunting, traveling, watching movies, woodworking, and spending time with his family.

Wealth management Private / alternative investments Options & derivatives strategies Retirement income strategy College savings (529s, UTMA, etc.)

Daniel G

Series 66

Zachary, LA

Edward Jones

Retirement income strategy Business ownership considerations General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Planning for children with special needs

David G

Series 66

Zachary, LA

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Dean M

CFP®, Series 63

New Roads, LA

Edward Jones

Retirement income strategy General retirement planning Wealth management

Heather K

Series 66

Baton Rouge, LA

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning
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