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Advisors for under $500,000 in Louisiana

All 98 advisors

Advisors for under $500,000 in Louisiana: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Anthony Rizzutto Rizzutto Financial Advisors Baton Rogue PFS Percentage of assets, Hourly
Charles Ledoux Going Cpas & Wealth Advisors Lafayette PFS Percentage of assets, Hourly
Darren Cart Going Cpas & Wealth Advisors Opelousas PFS Percentage of assets, Hourly
Jo Ellen Kearny Apex Capital Management Baton Rouge PFS Percentage of assets, Hourly
John Hassell Hassell Wealth Management Houma ChFC Percentage of assets, Hourly
Kaleb Andrepont Going Cpas & Wealth Advisors Lafayette PFS Percentage of assets, Hourly
Robert Morella Apex Capital Management Lafayette PFS Percentage of assets, Hourly
Robert Roy Going Cpas & Wealth Advisors Lafayette PFS Percentage of assets, Hourly
Scott Hayes Going Cpas & Wealth Advisors Opelousas PFS Percentage of assets, Hourly
Seth Dabney Going Cpas & Wealth Advisors Lafayette PFS Percentage of assets, Hourly
William George Going Cpas & Wealth Advisors Opelousas PFS Percentage of assets, Hourly
Andre Caubarreaux Andre Caubarreaux Mansura Not listed Percentage of assets, Hourly
Andrew Pool Regatta Research & Money Management Metairie Not listed Percentage of assets
Andrew Sessions KG Capital Management Saint Francisville Not listed Percentage of assets, Hourly
Blair Barbier Regatta Research & Money Management Metairie Not listed Percentage of assets
Charles Duchamp Apex Capital Management Youngsville Not listed Percentage of assets, Hourly
Charles Guilbault Guilbault Capital Metairie Not listed Percentage of assets, Hourly
Christophe Levasseur Cane Capital Partners Saint Francisville Not listed Percentage of assets
Christopher Tayeh Thompson Creek Wealth Advisors Madisonville Not listed Percentage of assets, Hourly
Daniel Pritchard KG Capital Management Saint Francisville Not listed Percentage of assets, Hourly
Dorothy Vines Vines Capital Management Monroe Not listed Percentage of assets, Fixed fees
Douglas Thompson Regatta Research & Money Management Baton Rouge Not listed Percentage of assets
Eric Greschner Regatta Research & Money Management Metairie Not listed Percentage of assets
Hubert Kernan KG Capital Management Saint Francisville Not listed Percentage of assets, Hourly
Hugh Uhalt Cane Capital Partners Saint Francisville Not listed Percentage of assets
Jacob Lemaire FMP Wealth Advisers Lake Charles Not listed Percentage of assets, Fixed fees
Jamin Estep Estep Capital Management New Orleans Not listed Percentage of assets, Fixed fees
John Neyland JCN Financial & Tax Advisory Group Baton Rouge Not listed Percentage of assets, Hourly
Joshua Williams FMP Wealth Advisers Lake Charles Not listed Percentage of assets, Fixed fees
Karla Marcello Guilbault Capital Metairie Not listed Percentage of assets, Hourly
Kenneth Vines Vines Capital Management Monroe Not listed Percentage of assets, Fixed fees
Lambert Brent KG Capital Management Saint Francisville Not listed Percentage of assets, Hourly
Lawrence Latuso KG Capital Management Saint Francisville Not listed Percentage of assets, Hourly
Lawrence Paddock Thompson Creek Wealth Advisors Baton Rouge Not listed Percentage of assets, Hourly
Mark Simmons Simmons Asset Management Baton Rouge Not listed Percentage of assets
Matthew Word Cane Capital Partners Saint Francisville Not listed Percentage of assets
Michael Steinocher Thompson Creek Wealth Advisors Baton Rouge Not listed Percentage of assets, Hourly
Michael Word Cane Capital Partners Saint Francisville Not listed Percentage of assets
Nicholas Danna ADG Wealth Management Group Metairie Not listed Percentage of assets, Hourly
Olivia Neyland JCN Financial & Tax Advisory Group Baton Rouge Not listed Percentage of assets, Hourly
Patrick Cavanaugh Cavanaugh Wealth Management Baton Rouge Not listed Percentage of assets, Hourly
Pierre Adams ADG Wealth Management Group Metairie Not listed Percentage of assets, Hourly
Ralph Theriot KG Capital Management Baton Rouge Not listed Percentage of assets, Hourly
Robert McAlister Foundry Financial Covington Not listed Percentage of assets, Fixed fees
Stephanie Kelly ADG Wealth Management Group Metairie Not listed Percentage of assets, Hourly
Steven Medo KG Capital Management Kenner Not listed Percentage of assets, Hourly
William Crull Sage Capital Advisors Metairie Not listed Percentage of assets
Yvette Poret-Crochet KG Capital Management Saint Francisville Not listed Percentage of assets, Hourly