Advisors at this firm
Stephen B
Series 63, Series 65
Metairie, LA
Second Line Capital, LLC
Stephen Browne is a financial advisor with Second Line Capital, LLC in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial LLC, Advisor Resource Council, and JPMorgan Chase Bank. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies using proprietary models and independent managers, delivering services through multiple platforms and custodians.
Justin A
Series 66
Metairie, LA
Second Line Capital, LLC
Justin Archote is a financial advisor with Second Line Capital, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial LLC and Edward Jones. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies using proprietary model portfolios and independent managers across multiple program platforms and custodial relationships.
Bryan M
Series 63, Series 65
Metairie, LA
Second Line Capital, LLC
Bryan Musso is a financial advisor with Second Line Capital, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Advisor Resource Council, Wells Fargo Clearing Services, and Wells Fargo Advisors. He is also the proprietor of Musso Retirement Advisors, LLC. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies through proprietary model portfolios and independent managers, providing services on both discretionary and non-discretionary bases.
Andrea R
Series 66
Metairie, LA
Second Line Capital, LLC
Andrea Romero is a financial advisor with Second Line Capital, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones and LPL Financial LLC. Andrea is also a licensed term life insurance agent. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm offers tailored investment strategies using proprietary models and independent managers, managing assets on both discretionary and non-discretionary bases across various platforms.
P S
Series 66
Metairie, LA
Second Line Capital, LLC
P Soliman is a financial advisor at Second Line Capital, LLC with 21 years of industry experience and holds the Series 66 designation. He has previously worked with Advisor Resource Council, Level Four Advisory Services, and Faubourg Private Wealth. Outside of his advisory roles, he is a business owner and social media influencer for Kraken House Nola and a partner in a medical spa. Second Line Capital serves individual, trust, and institutional clients, offering portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and selected independent managers, implementing strategies through multiple platforms and custodial relationships.
Jaron M
Series 66
Metairie, LA
Second Line Capital, LLC
Jaron Miller is a financial advisor at Second Line Capital, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked with Advisor Resource Council and LPL Financial LLC. Miller has been associated with Faubourg Private Wealth since 2015. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and independent managers to tailor investment strategies to clients’ objectives and risk tolerance.
Matthew S
Series 65
Metairie, LA
Second Line Capital, LLC
Matthew St. Martin is a financial advisor at Second Line Capital, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Faubourg Private Wealth, Pelican Ice & Storage Inc, PJ's Coffee of New Orleans, and Brother Martin High School. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and independent managers tailored to clients’ objectives and risk tolerance, implementing strategies across multiple program platforms and custodial relationships.
Joseph C
CFP®, Series 63, Series 65
Duncan, OK
Second Line Capital, LLC
Joseph Combest is a CFP® with 33 years of experience in the financial industry. He is currently with Second Line Capital, LLC and has previously worked at Capstone Triton Financial Group LLC, Hbwadvisory Services LLC, and LPL Financial, LLC. Outside of his advisory work, he is the owner and manager of Combest Land and Cattle Company, LLC. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies using proprietary model portfolios and independent managers, and provides both discretionary and non-discretionary investment management across various asset types.
Daniel A
CFP®, Series 63, Series 65
Metairie, LA
Second Line Capital, LLC
Daniel Abraham is a CFP® with 20 years of experience in the financial services industry. He is currently with Second Line Capital, LLC and has previously worked at LPL Financial, Advisor Resource Council, and Valic Financial Advisors. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies through proprietary model portfolios and independent managers, providing both discretionary and non-discretionary investment management.
John B
Series 66
Metairie, LA
Second Line Capital, LLC
John Bordelon is a financial advisor with Second Line Capital, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial LLC, Advisor Resource Council, and Edward Jones. Outside of his advisory work, he has involvement with a consultancy business unrelated to investments. Second Line Capital serves individual, trust, and institutional clients, offering portfolio management, financial planning, wealth management, and retirement plan consulting. The firm utilizes a combination of proprietary model portfolios and independent managers to tailor investment strategies based on clients’ objectives, risk tolerance, and liquidity needs.
Paige S
CFP®, Series 66
Metairie, LA
Second Line Capital, LLC
Paige St. Martin is a CFP® with 12 years of industry experience, currently affiliated with Second Line Capital, LLC. Her prior roles include positions at LPL Financial LLC, Advisor Resource Council, and Faubourg Private Wealth. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, and retirement plan consulting, offering customized investment strategies through a combination of proprietary models and independent managers.
Kyle C
Series 65
Duncan, OK
Second Line Capital, LLC
Kyle Combest is a financial advisor at Second Line Capital, LLC with a Series 65 designation and over four years of experience in the financial services industry. His prior roles include positions at Chickasaw Community Bank, Liberty National Bank, and MidFirst Bank. He is also involved with Combest Financial Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a mix of proprietary model portfolios and independent managers to tailor portfolios according to clients’ objectives and risk tolerance.
Bryant M
Series 63, Series 65
Metairie, LA
Second Line Capital, LLC
Bryant Magee is a financial advisor at Second Line Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Hancock/Whitney Bank. Outside of his advisory role, he is the owner of two residential rental property businesses. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of proprietary model portfolios and independent managers to tailor portfolios according to clients’ objectives and risk tolerance.
Alden H
Series 63
Metairie, LA
Second Line Capital, LLC
Alden Hagardorn is a financial advisor at Second Line Capital, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Advisor Resource Council, Level Four Advisory Services, LPL Financial, and Ameriprise Financial Services. Outside of his advisory work, he is involved as a sports radio statistician for NFL, NBA, and NCAA broadcasts in the New Orleans area and serves as president of Friends of St. Henry, a community and charitable organization. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a mix of proprietary model portfolios and independent managers to tailor portfolios to clients’ objectives, risk tolerance, and liquidity needs.
Robert B
Series 63, Series 66
Metairie, LA
Second Line Capital, LLC
Robert Brown is a financial advisor with Second Line Capital, LLC in Gretna, LA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Advisor Resource Council, LPL Financial, and Level Four Advisory Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies using proprietary model portfolios and independent managers, implementing these through multiple program platforms and custodial relationships.