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Find Retirement Planners for Retirement Planning in Louisiana

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Louisiana, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Louisiana

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Brian Low

Brian Low Financial Group

4463 Bluebonnet Blvd
Suite B

Baton Rouge, LA 70809

225-292-4225

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Brian Low

Brian Low Financial Group

4463 Bluebonnet Blvd
Suite B

Baton Rouge, LA 70809

225-292-4225

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George Popov

Diversified Financial Strategies

4911 S. Sherwood Forest Blvd
Suite A

Baton Rouge, LA 70816

225-778-5892

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Craig Thompson

Assets Solutions

4400-A Ambassador Caffery Pkwy., #318

Lafayette, LA 70508

619-709-0066

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Olivier Group, LLC

Olivier Group

4609 Bluebonnet Blvd.
Suite A

Baton Rouge, LA 70809

225-757-9484

List of Additional Retirement Planners in Louisiana*

* Additional advisor listing is provided in partnership with Yext

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Altus Wealth Management, LLC

4208 Bluebonnet Blvd.

Baton Rouge, LA 70809
225-201-9300

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Broussard-Kelly Financial Group

106 Oil Center Drive
Suite 250

Lafayette, LA 70503
337-266-5574

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Jayne Goertz - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
504-779-7790

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Cory Faucheux - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
504-779-7790

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Broussard, LeBlanc & Associates - Ameriprise Financial Services, LLC

3909 Ambassador Caffery Pkwy
Ste I

Lafayette, LA 70503
337-216-9330

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Blackwell Money Management

2900 Westfork Drive
Suite 401

Baton Rouge, LA 70827
737-825-3536

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Joseph Brown - Ameriprise Financial Services, LLC

6719 Perkins Rd

Baton Rouge, LA 70808
225-215-3200

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Apex Capital Management, Llc

701 Robley Dr.
Suite 200

Lafayette, LA 70503
337-984-7433

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Christopher Gleber - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1620

Metairie, LA 70001
504-322-2973

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André P. Fontenot - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2539

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Edward Jones - Financial Advisor: Jason E Duhon, AAMS"

9611 Maurice Ave
Suite 10

Maurice, LA 70555
337-893-3432

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The Emerson Team A Wealth Management Group - Morgan Stanley

1340 W Tunnel Blvd
Ste 405

Houma, LA 70360
985-868-5250

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The Baron Baldwin Group - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2511

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David Mire - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
504-779-7790

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uBreakiFix

640 Arlington Creek Center Boulevard
Building 2 Suite B

Baton Rouge, LA 70820
225-900-7717

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Ryan Swayze - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3937

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Edward Jones - Financial Advisor: David Commander, CFP®|AAMS"

16563 Airline Hwy
Suite C

Prairieville, LA 70769
225-677-8102

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Morgan Stanley Financial Advisors

333 Texas Street, 9th
Floor

Shreveport, LA 71101
318-227-1616

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Lacy Foreman Labbe, AAMS - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6010

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Kevin Cook, CPWA, CRPS, AAMS - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6012

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Shawna Elaine Prejean - UBS Financial Services Inc.

201 Settlers Trace Blvd.
Suite 3004

Lafayette, LA 70508
337-593-3603

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Richard A Hinton - Ameriprise Financial Services, LLC

4110 Lake St
Ste 100

Lake Charles, LA 70605
337-477-1866

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Charles Terrebonne II - UBS Financial Services Inc.

7150 Jefferson Highway
Suite 650

Baton Rouge, LA 70806
225-922-6916

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TruWealth Advisors - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
504-779-7790

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Deane Retirement Strategies, Inc

1100 Poydras Street
Suite 2065

New Orleans, LA 70163
504-582-2345

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Chad Miller - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3116

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Charles Simmons - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
504-779-7790

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JPJ Investments

3201 Dee Street

Shreveport, LA 71105
318-222-8999

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Darnall Sikes Wealth Partners LLC - New Iberia

1101 East Admiral Doyle Drive,
Suite 106

New Iberia, LA 70560
337-359-4379

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Ray Cesta - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
504-779-7790

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Carl Burnam - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
504-779-7790

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Scott Potter - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
337-479-7620

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Kathleen B. Stacy - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6907

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Robert L Smith - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
318-797-2995

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Allstate Personal Financial Representative: Albert Dabney

2385 Gause Blvd E
Ste 13

Slidell, LA 70461
985-649-9009

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Hugo A Marrero Jr. - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3142

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Mike Nichols - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3950

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Grand Rising Financial Services

2900 Westfork Dr

Baton Rouge, LA 70827
225-439-1387

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Window World of Northwest LA

5903 East Texas Street

Bossier City, LA 71111
318-742-9011

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Goosehead Insurance - John Snyder

204 Fairlane Drive

Lafayette, LA 70507
337-347-7057

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Jim Musso - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9636

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LA-Terre Insurance Agency LLC

6652 W. Park Avenue

Houma, LA 70364
985-868-2427

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Allstate Personal Financial Representative: John Day

1327 N Parkerson Ave

Crowley, LA 70526
337-783-8967

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The Wilson/Harvey Group - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6900

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Frank A Wood - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
337-479-7612

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Edward Jones - Financial Advisor: Sherri Ammerman

2625 North Causeway Blvd

Mandeville, LA 70471
985-809-0854

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James Parrie - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
504-779-7790

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Dito Patron - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0033

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Leonard Bernard - Ameriprise Financial Services, LLC

8200 Village Plaza Ct
Ste 3B

Baton Rouge, LA 70810
225-766-5665

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Doubleday Conley LLC

3501 North Causeway Boulevard
Suite 520

Metairie, LA 70002
504-832-3006

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Hibernia Wealth Management

6700 Jefferson Highway
Building 4, Suite B

Baton Rouge, LA 70806
225-778-7971

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Chad Courtois, New York Life

400 East Kaliste Saloom
Ste 5100

Lafayette, LA 70508
337-261-9863

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Regatta Research & Money Management LLC

6620 Riverside Drive
Suite 207

Metairie, LA 70003
800-932-0017

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Magnolia Wealth Strategies

102 Versailles Boulevard
Suite 808

Lafayette, LA 70501
337-254-3103

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Shauna L. Soper, LUTCF

2431 S. Acadian Thruway
Suite 350

Baton Rouge, LA 70810
225-709-6256

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Schaff Financial Group, LLC

345 Doucet Road
Suite 200F

Lafayette, LA 70503
337-981-3587

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Mortgage Solutions Financial New Orleans

1820 Belle Chasse Hwy
Ste 204

Gretna, LA 70056
504-681-9837

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Titan Value Equities Group

135 Cocoville Road

Marksville, LA 71351
318-253-8805

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Destiny Investments

1 Galleria Blvd.
Ste 1900

Metairie, LA 70001
504-832-2117

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Harbor Wealth Management

200 Gause Boulevard
Suite 3

Slidell, LA 70458
985-605-7185

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New Orleans Private Wealth Management, LLC

4736 W Napoleon Ave Ste 200

Metairie, LA 70001
504-934-1414

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Terrebonne Wealth Management Group - UBS Financial Services Inc.

7150 Jefferson Highway
Suite 650

Baton Rouge, LA 70806
225-922-6916

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Delahaye & Associates Insurance & Financial Services

7916 Wrenwood Blvd
Suite F

Baton Rouge, LA 70809
225-927-2437

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Any Lab Test Now

360 Emerald Forest Blvd
Suite H

Covington, LA 70433
985-317-1010

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Beth Colón - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9646

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The Hurtado Del Solar Group - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-325-8907

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Susan Clark Smith, Hilltop Securities Independent Network

2001 Roselawn Ave

Monroe, LA 71201
318-325-0668

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Marrero Wealth

18816 Ferncrost

Baton Rouge, LA 70809
225-924-2794

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Anita Stephens - Ameriprise Financial Services, LLC

2955 Ridgelake Dr
Ste 103

Metairie, LA 70002
504-837-7989

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Jeanine Cazaubon - Ameriprise Financial Services, LLC

645 Lotus Dr N
Ste B

Mandeville, LA 70471
985-626-7526

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Brett S May - Ameriprise Financial Services, LLC

8201 Village Plaza Ct
Ste 2B

Baton Rouge, LA 70810
225-766-4059

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William Robert Duncan Jr - Ameriprise Financial Services, LLC

4501 W Napoleon Ave
Ste 110

Metairie, LA 70001
504-887-9355

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Henry Chol - Morgan Stanley

1450 William Street, 3rd
Floor

Lake Charles, LA 70601
337-479-7601

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Galiano Wealth Management Group

135 Hwy 3161

Cut Off, LA 70345
985-325-6500

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Rufus Cressend - Ameriprise Financial Services, LLC

3939 N Causeway Blvd
Ste 401

Metairie, LA 70002
504-889-1704

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Edward Jones - Financial Advisor: Pama N Barber, CRPS"

6160 Perkins Rd
Ste 132

Baton Rouge, LA 70808
225-763-6501

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Edward Jones - Financial Advisor: Brian C Meeker

639 West Main Street

Homer, LA 71040
318-927-9410

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Thomas Evans

400 E. Kaliste Saloom
Suite 5100

Lafayette, LA 70508
337-261-9860

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Charles Terrebonne - UBS Financial Services Inc.

7150 Jefferson Highway
Suite 650

Baton Rouge, LA 70806
225-922-6924

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Laveer Wealth Management - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
800-361-7831

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RRDM | Wealth Management Partners

6421 Perkins Road
Building C, Suite B

Baton Rouge, LA 70808
225-456-5886

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Edward Jones - Financial Advisor: Lance P Havener

839 Kings Hwy
Suite 111

Shreveport, LA 71104
318-221-4441

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Darnall Sikes Wealth Partners LLC - Lafayette

2000 Kaliste Saloom Road,
Suite 300

Lafayette, LA 70508
337-237-0112

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J Allen Hebert - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0032

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Hamilton Martin - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3917

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Chad Dusang - Ameriprise Financial Services, LLC

119 Village St
Ste C

Slidell, LA 70458
985-649-4732

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Tom Waguespack - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-325-8909

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Coastal Capital Advisors, LLC

1819 W Pinhook Road
Suite 215

Lafayette, LA 70508
337-443-9580

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Cross Financial Group

305 Church Street

Natchitoches, LA 71457
318-238-7700

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Paul Darrel Mascagni - UBS Financial Services Inc.

7150 Jefferson Highway
Suite 650

Baton Rouge, LA 70806
225-922-6925

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Live Oak Financial Group, LLC

7020 Higway 190 West
Service Road Suite A

Covington, LA 70433
985-624-8916

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David Cancienne, CRPC - UBS Financial Services Inc.

909 Poydras Street
Suite 2900

New Orleans, LA 70112
504-584-5635

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Edward Jones - Financial Advisor: Lance R Moulin

10954 Joor Rd
Suite D

Baton Rouge, LA 70818
225-261-2539

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Michael T Pfeffer - Ameriprise Financial Services, LLC

104 Campus Dr E
Ste 103

Destrehan, LA 70047
985-718-1200

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Allison LeBlanc - Ameriprise Financial Services, LLC

3909 Ambassador Caffery Pkwy
Ste I

Lafayette, LA 70503
337-216-9330

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VAN GEFFEN GROUP FINANCIAL, Inc

1338 Gause Boulevard
Suite #203

Slidell, LA 70458
985-847-1055

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Cody W. Moore | Shreveport, LA

401 Edwards Street
Suite 1700

Shreveport, LA 71101
318-965-6482

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Gregory A Walters - Ameriprise Financial Services, LLC

132 Rue Colette
Ste A

Thibodaux, LA 70301
985-446-1968

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Southern Wealth Strategies, LLC

206 Green Street
Suite 106

Thibodaux, LA 70301
985-492-2270

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Lewis Financial Group LC

8658 Business Park Drive
Suite 200

Shreveport, LA 71105
318-797-0447

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Kirk Trussell - Ameriprise Financial Services, LLC

664 Corporate Dr

Houma, LA 70360
985-853-0066

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Paul Treuting - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0030

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Goss Wealth Management

6300 Corporate Boulevard
Suite 120

Baton Rouge, LA 70809
225-930-4677

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Drew Jardine - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2708

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Holloway Investments

5615 Jackson Street
Ext. Building N

Alexandria, LA 71303
318-383-3700

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Edward Jones - Financial Advisor: Chris Baker

14330 Wax Rd
Ste 101

Baton Rouge, LA 70818
225-261-5270

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Penn Mutual South

301 Main Street
Suite 630

Baton Rouge, LA 70801
225-953-7657

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Saint Ann Wealth Strategists, LLC

594 Asbury Drive Suite E-2

Mandeville, LA 70471
985-231-9606

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Morgan Stanley Financial Advisors

1340 W Tunnel Blvd
Ste 405

Houma, LA 70360
985-868-5250

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Havard Lyons - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
318-797-2995

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Thomas Braly - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0035

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KCS Wealth Advisors, LLC

185 South Beadle Road
Building 2

Lafayette, LA 70508
337-232-4141

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LDFwealth Financial Group

4611 Bluebonnet Boulevard
Suite A

Baton Rouge, LA 70809
225-757-1177

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Chris King - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0021

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Maureen O'Neal - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
318-861-3521

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Heritage Wealth Management

6961 Highway 93

Arnaudville, LA 70512
337-352-1591

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Walter L. Martin, Jr., MBA | New York Life

639 Loyola Ave.
Suite 1900

New Orleans, LA 70113
504-569-0764

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Deupree James Wealth Management

5925 Line Ave Suite 5

Shreveport, LA 71106
318-562-1030

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Thomas G. Lewis

1888 Hudson Circle
Suite 3

Monroe, LA 71201
318-582-2026

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Financial Partners of Louisiana

935 Camellia Boulevard
Suite 200

Lafayette, LA 70508
337-265-2500

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Cornerstone Financial Group, Inc.

213 North College Road

Lafayette, LA 70506
337-233-6066

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Solinsky Group

427 N Pine Street
Suite B

Deridder, LA 70634
337-462-3500

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Hills Empowering Success

7629 Pines Rd

Shreveport, LA 71129
800-893-8511

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Stine Financial

800 Ryan Street
Suite 200

Lake Charles, LA 70601
337-474-3434

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Cornerstone Financial, LLC

801 Asbury Drive
Suite D

Mandeville, LA 70471
985-626-7574

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Macy Financial Services Inc

2002 False River Drive

New Roads, LA 70760
225-638-6051

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Gulf South Wealth Advisors - Ameriprise Financial Services, LLC

5153 Bluebonnet Blvd
Ste B

Baton Rouge, LA 70809
225-442-3800

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Bruce Mulvey - Ameriprise Financial Services, LLC

4110 Lake St
Ste 100

Lake Charles, LA 70605
337-477-8827

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David Indest - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0027

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Brett Broussard - Ameriprise Financial Services, LLC

3909 Ambassador Caffery Pkwy
Ste I

Lafayette, LA 70503
337-216-9330

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Chad Hunt - Ameriprise Financial Services, LLC

119 Village St
Ste C

Slidell, LA 70458
985-649-4732

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Christopher Hitzman - Ameriprise Financial Services, LLC

1327 W Causeway Approach

Mandeville, LA 70471
985-727-1591

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Sharon Martin - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
318-861-3521

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Gary Alfonso - Ameriprise Financial Services, LLC

3351 Severn Ave
Ste 104

Metairie, LA 70002
504-831-0515

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Laura Adcock - Ameriprise Financial Services, LLC

8201 Village Plaza Ct
Ste 2B

Baton Rouge, LA 70810
225-766-4059

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Ray Trosclair - Ameriprise Financial Services, LLC

37283 Swamp Rd
Ste 501

Prairieville, LA 70769
225-744-4482

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Larry Yelverton - Ameriprise Financial Services, LLC

670 Albemarle Dr
Ste 401

Shreveport, LA 71106
318-212-2673

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Ralph Leopold - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1620

Metairie, LA 70001
504-322-2975

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Helen Smith Guidry - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3996

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Morgan Stanley Financial Advisors

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3900

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Troy Trahan - Ameriprise Financial Services, LLC

225 W Causeway Approach

Mandeville, LA 70448
985-612-7148

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Lee Palmer - Ameriprise Financial Services, LLC

8201 Village Plaza Ct
Ste 2B

Baton Rouge, LA 70810
225-766-4059

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Gregory Fulcher - Ameriprise Financial Services, LLC

1124 S Burnside Ave
Ste 100B

Gonzales, LA 70737
225-644-5001

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Ryan Thompson - Morgan Stanley

333 Texas Street, 9th
Floor

Shreveport, LA 71101
318-677-5410

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Goudeau Wealth Planning Group - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1111

Metairie, LA 70001
504-837-6541

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Cardinaux Wealth Advisors - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
318-861-3521

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Diana Matherne - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0046

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Theresa Barnard - Ameriprise Financial Services, LLC

3939 N Causeway Blvd
Ste 401

Metairie, LA 70002
504-889-1704

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Pappalardo Insurance Agency

145 Robert E Lee Boulevard
Suite 202

New Orleans, LA 70124
504-486-7441

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Allstate Personal Financial Representative: Patrick Dares

5500 Vetrns Meml Blvd
Ste 308

Metairie, LA 70003
504-888-1099

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Matt Edwards - Ameriprise Financial Services, LLC

4610 Bluebonnet Blvd
Ste A

Baton Rouge, LA 70809
225-442-3800

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Jason Conway - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3995

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The Buise Group - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6908

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Nicole Fawley - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3120

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Beau J. Miller - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2503

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The Red Stick Group - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3153

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Jeannine Granier - Ameriprise Financial Services, LLC

13919 River Rd
Ste 130

Luling, LA 70070
985-725-1900

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Patrick Shreve - Ameriprise Financial Services, LLC

6719 Perkins Rd

Baton Rouge, LA 70808
225-215-3200

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Mark McCrocklin - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
318-861-3521

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Bezou Financial Planning Group

422 Harrison Avenue

New Orleans, LA 70124
504-598-5388

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Marguerite Claudia Knight - Morgan Stanley

1340 W Tunnel Blvd
Ste 405

Houma, LA 70360
985-360-4044

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Belinda Lewis Batiste - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0045

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RoseStone Wealth Advisors - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
318-797-2995

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Spencer Harris - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0037

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Nathan Foret - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0026

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Steven Rice - Ameriprise Financial Services, LLC

4110 Lake St
Ste 100

Lake Charles, LA 70605
337-477-1866

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Morgan Stanley Financial Advisors

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6900

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Austin Green - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2529

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Morgan Stanley Financial Advisors

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3100

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Waterfront Wealth Management - Ameriprise Financial Services, LLC

3939 N Causeway Blvd
Ste 401

Metairie, LA 70002
504-889-1704

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Mark Culbertson - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2512

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The Blaise Ernst Group - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6900

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Devin Ladner - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6916

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Frank Wood - Morgan Stanley

1450 William Street, 3rd
Floor

Lake Charles, LA 70601
337-479-7616

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The Parent/Jones Team - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9654

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Edward Jones - Financial Advisor: Brian L Levens, AAMS"

1530 Maplewood Dr
Suite A

Sulphur, LA 70663
337-533-9720

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Shaddock/Hanks/Garrison Team - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
337-475-0191

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Robert C. Foard - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2521

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Linda Malin, CFP - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6053

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The Loy Group - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3147

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Guy S. Brenner - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9667

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The Kennedy Moran Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2690

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GW Group - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3100

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Blake Culpepper - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2734

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Rachelle Chrystal - Ameriprise Financial Services, Inc.

7907 Wrenwood Blvd
Ste A

Baton Rouge, LA 70809
225-927-7727

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Powell Smith, Jr. - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
337-479-7610

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The Mannino Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2845

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Jeremy Starr - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0049

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Matt M. Marchand - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3146

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Douglas Lawrence - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
318-797-2995

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The Denham and Lillich Team - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3125

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The Kreeger Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9638

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Russo Financial Group LLC

13441 Tiger Bend Rd.
Ste G

Baton Rouge, LA 70817
225-399-0550

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Paul M Burch - Morgan Stanley

333 Texas Street, 9th
Floor

Shreveport, LA 71101
318-677-5433

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James Evans - Ameriprise Financial Services, LLC

4610 Bluebonnet Blvd
Ste A

Baton Rouge, LA 70809
225-442-3800

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Charles Thensted - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1620

Metairie, LA 70001
504-322-2974

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Edward Jones - Financial Advisor: Shannon H Ockman

901 Derbigny St
Suite 202

Gretna, LA 70053
504-227-2088

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Tuyen Nguyen

800-725-9576

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Allstate Personal Financial Representative: James E. Ross

1953 E 70th St
Ste 5

Shreveport, LA 71105
318-459-8184

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Charla M Bouchie - Ameriprise Financial Services, LLC

4501 W Napoleon Ave
Ste 110

Metairie, LA 70001
504-887-9355

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John Gin - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1620

Metairie, LA 70001
504-837-1402

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Mark S Lecoq - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9601

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Greg Hildebrand - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0053

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Edward Jones - Financial Advisor: Frank S Roccaforte

500 Huey P Long Avenue

Gretna, LA 70053
504-367-4467

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Carolyn Stolz - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1620

Metairie, LA 70001
504-837-2019

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Andrew R Fallo - Ameriprise Financial Services, LLC

3351 Severn Ave
Ste 104

Metairie, LA 70002
504-628-5705

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Morgan Stanley Financial Advisors

1450 William Street, 3rd
Floor

Lake Charles, LA 70601
337-475-0191

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Bob Rivas - Ameriprise Financial Services, LLC

6719 Perkins Rd

Baton Rouge, LA 70808
225-215-1608

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Christopher Murphy - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
318-861-3521

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Edward Jones - Financial Advisor: Rodney L Clements

1608 Jimmie Davis Hwy
Ste B

Bossier City, LA 71112
318-752-2027

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New Orleans, LA Private Wealth Management - UBS Financial Services Inc.

201 Settlers Trace Boulevard
Suite 3004

Lafayette, LA 70508
866-849-4710

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The Lawrence Roddy Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9631

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Jules Rousseau - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3110

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Macy Savwoir - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3984

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Edward Jones - Financial Advisor: Lizzie Hamaker, CFP®

7330 Fern Avenue
Suite 603

Shreveport, LA 71105
318-797-1971

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John C. Ellis - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3949

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Allstate Personal Financial Representative: Josh McBroom

9478 Mansfield Rd
Ste 1

Shreveport, LA 71118
318-688-8888

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Fisher/Woodring Group - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6031

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The Manne Group - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3122

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Edward Jones - Financial Advisor: Michael P Gautreau, CFP®|AAMS"

10017 Jefferson Hwy
Ste 101

River Ridge, LA 70123
504-739-9414

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Edward Jones - Financial Advisor: Andy Bean

9 Starbrush Cir
Suite 202

Covington, LA 70433
985-900-2366

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John Gherardi, CFP, CPWA - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6015

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Michael Kreeger - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-587-9638

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Chad Boisseau - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
318-797-2995

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Chris Mensi - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3142

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The Hudson Koppy Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3900

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Morgan Stanley Financial Advisors

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-232-7160

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The Jacobs Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3903

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The Mann Group - UBS Financial Services Inc.

7150 Jefferson Highway
Suite 650

Baton Rouge, LA 70806
225-922-6913

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Albert "Chip" Carpenter - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-582-2749

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The Vermilion Group - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2504

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Brian Tucker - UBS Financial Services Inc.

7150 Jefferson Highway
Suite 650

Baton Rouge, LA 70806
225-922-6934

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F. Matthew Carter - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
337-479-7621

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Edward Jones - Financial Advisor: Jared D Gilmore

111 West Alabama Ave

Ruston, LA 71270
318-513-2521

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Aaron Hoffman - Morgan Stanley

333 Texas Street, 9th
Floor

Shreveport, LA 71101
318-677-5437

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The Nichols Frank Team - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3900

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The Rudolph Group - UBS Financial Services Inc.

1100 Poydras Street
Suite 900

New Orleans, LA 70163
504-584-5655

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Edward Jones - Financial Advisor: Barry A Uze, AAMS"

102 Youngsville Hwy 89

Lafayette, LA 70508
337-839-8426

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Edward Jones - Financial Advisor: Sean M Matassa, CFP®|ChFC®|AAMS"

14639 Airline Hwy
Suite 113

Gonzales, LA 70737
225-673-2516

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Jay Owen - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6016

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First Command Financial Advisor - Chris Lee-CLOSED

1389 Entrance Rd
Suite F

Leesville, LA 71446
337-537-1980

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Randy J Landry - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2566

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Edward Jones - Financial Advisor: Del Prudhomme

608 Parish Rd
Suite 200

Lake Charles, LA 70611
337-855-8908

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Zink Wealth Management - UBS Financial Services Inc.

909 Poydras Street
Suite 2900

New Orleans, LA 70112
504-584-5633

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John Race - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3951

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Edward Jones - Financial Advisor: Kyle M Robichaux, AAMS"

58725 Belleview Rd
Suite A-1

Plaquemine, LA 70764
225-687-9110

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Abate & Eckard, Financial Advisors

2201 LAKE ST
Ste 104

Lake Charles, LA 70601
337-602-6408

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Sam Chol - Morgan Stanley

1450 William Street, 3rd
Floor

Lake Charles, LA 70601
337-479-7603

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Heller & Stieffel Wealth Management Group - UBS Financial Services Inc.

909 Poydras Street
Suite 2900

New Orleans, LA 70112
504-595-5494

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Gulf Coast Wealth Management - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6015

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Kevin Murphy - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
318-861-3521

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Edward Jones - Financial Advisor: John H Wolf

185 Pine Grove Drive

Pineville, LA 71360
318-442-8655

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Edward Jones - Financial Advisor: Jason S Dickinson

4875 Ihles Road
Suite B

Lake Charles, LA 70605
337-478-2317

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Matthew Doucet - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6011

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Edward Jones - Financial Advisor: Bill Hambor

4070 Nelson Road
Ste 400

Lake Charles, LA 70605
337-477-0040

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Edward Jones - Financial Advisor: Shawn Daily

443 2nd Street

Natchitoches, LA 71457
318-352-5891

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Edward Jones - Financial Advisor: Lucas K Vascocu, CFP®|AAMS"|CRPS"

4920 Cypress Street
Suite 5

West Monroe, LA 71291
318-397-9722

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Edward Jones - Financial Advisor: Charlotte B Willis, AAMS"

1670 Beaulieu Lane
Suite A

Port Allen, LA 70767
225-749-7707

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Thomas Meyer - Ameriprise Financial Services, LLC

132 Rue Colette
Ste A

Thibodaux, LA 70301
985-446-1159

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Camille E. Walther - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6977

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Thomas Linn - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0025

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Lisa Schewe - Ameriprise Financial Services, Inc.

650 Poydras St
Ste 1413

New Orleans, LA 70130
504-299-3413

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Kyle Carpenter - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
504-585-3910

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Edward Jones - Financial Advisor: Hollie R Nelms, ChFC®|AAMS"

2018 Veterans Memorial Drive

Abbeville, LA 70510
337-893-4229

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TFG Financial, LLC

624 Texas Street
Suite 102

Shreveport, LA 71101
318-424-1116

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Susan V Jackson - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-237-3131

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Kamal Wadhwa - Ameriprise Financial Services, LLC

650 Poydras St
Ste 1417

New Orleans, LA 70130
504-299-3499

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Wendell Whetstone - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
318-797-2995

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Pinnacle Asset Management Group, Inc.

2020 Line Avenue

Shreveport, LA 71104
318-221-7526

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Bentley Harvey III - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6943

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The Foard Group - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
337-267-2521

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Jim Risher - Ameriprise Financial Services, LLC

7907 Wrenwood Blvd
Ste A

Baton Rouge, LA 70809
225-927-7727

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Michael Dugas - Ameriprise Financial Services, LLC

1500 Lobdell Ave
Ste A

Baton Rouge, LA 70806
225-448-1091

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Curtis Hunter Roy II - Ameriprise Financial Services, LLC

3909 Ambassador Caffery Pkwy
Ste I

Lafayette, LA 70503
337-216-9330

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A&L Wealth Management - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6012

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Kris Rougeou - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
985-624-6909

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Allred Wealth Management

6183 Breeze Point Drive

Gonzales, LA 70737
225-323-3116

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Troy G Macaluso - Ameriprise Financial Services, LLC

4501 W Napoleon Ave
Ste 110

Metairie, LA 70001
504-887-9355

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Robert Incaprera - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
504-679-0043

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Terry Blackman - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
318-797-2995

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John Doumite - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
337-656-9558

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David Rousse - Ameriprise Financial Services, Inc.

1003 W Thomas St
Suite 2

Hammond, LA 70401
985-429-7355

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Edward Jones - Financial Advisor: Scott A Pitre

1220 S Union St
Suite 2

Opelousas, LA 70570
337-381-0255

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Edward Jones - Financial Advisor: Madeline Browning

3201 General De Gaulle Dr
Suite 105

New Orleans, LA 70114
504-364-9360

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Edward Jones - Financial Advisor: Stephen Daste

3730 NE Evangeline Thruway

Carencro, LA 70520
337-886-5467

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Edward Jones - Financial Advisor: Steven P Ackman

9401B Jefferson Hwy

River Ridge, LA 70123
504-738-9030

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Edward Jones - Financial Advisor: Craig Roy

302 N Washington St
Suite A

Marksville, LA 71351
318-253-0096

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Edward Jones - Financial Advisor: Angela D Benson

1601 North 18th Street

Monroe, LA 71201
318-325-8557

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Edward Jones - Financial Advisor: Jeremy O Hebert

2102 Floyd Park Drive
Suite 1

Ruston, LA 71270
318-251-9200

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Edward Jones - Financial Advisor: Joshua Tweedel, AAMS"

400 E Kaliste Saloom Road
Suite 8000

Lafayette, LA 70508
337-233-7245

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Edward Jones - Financial Advisor: Jillian Rivers, AAMS"

5545 B Cameron Street

Scott, LA 70583
337-234-9607

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Edward Jones - Financial Advisor: Kirk A Delaune

3343 Metairie Road
Ste 5

Metairie, LA 70001
504-835-1653

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Edward Jones - Financial Advisor: Lisa Trahan

1616 Kerr St
Suite 2

Opelousas, LA 70570
337-678-3759

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Edward Jones - Financial Advisor: Wayne Gray

2324 Thornhill

Arcadia, LA 71001
318-263-3037

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Edward Jones - Financial Advisor: Craig S Wroten, CFP®

201 Evans Road
Suite 331

Elmwood, LA 70123
504-837-1657

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Edward Jones - Financial Advisor: Marcus T White

2020 W Pinhook Rd
Ste 204

Lafayette, LA 70508
337-399-0680

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Edward Jones - Financial Advisor: John P Marceaux, AAMS"

315 S College Road
Suite 108

Lafayette, LA 70503
337-234-0710

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Edward Jones - Financial Advisor: Joe Evans, CFP®

415 West Main Street

Winnfield, LA 71483
318-648-1003

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Edward Jones - Financial Advisor: Peter B Strawitz III

120 W Main St
Suite 1

Ville Platte, LA 70586
337-363-7870

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Edward Jones - Financial Advisor: Jamie Rollins, AAMS"

117 Jefferson St

Mansfield, LA 71052
318-872-2710

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Edward Jones - Financial Advisor: John R Higdon Jr

800 First Street

Franklin, LA 70538
337-828-4652

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Kenneth Rabalais, AAMS - UBS Financial Services Inc.

900 East St. Mary Blvd
1st Floor

Lafayette, LA 70503
337-266-6028

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Edward Jones - Financial Advisor: Josh Legendre

6100 West Park Ave

Houma, LA 70364
985-879-2354

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Edward Jones - Financial Advisor: Scott C Lowry

320 N Parkerson Ave

Crowley, LA 70526
337-783-7474

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Edward Jones - Financial Advisor: James Kennedy

410 North 6th Street
Suite 1

West Monroe, LA 71291
318-322-7758

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Steve Taylor - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
225-379-7549

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Edward Jones - Financial Advisor: Eve Riviere

3547 N Hullen St
Suite K

Metairie, LA 70002
504-456-9654

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Mark H. Heller, CLU, CFP, CAP - UBS Financial Services Inc.

909 Poydras Street
Suite 2900

New Orleans, LA 70112
504-595-5494

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Edward Jones - Financial Advisor: Noelle E Hanley

406 Belle Terre Blvd

Laplace, LA 70068
985-652-2722

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Edward Jones - Financial Advisor: David P Nadeau

425 Ashley Ridge
Suite 114

Shreveport, LA 71106
318-861-6439

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Edward Jones - Financial Advisor: Landon M Collins

200 S Range Ave
Suite A

Denham Springs, LA 70726
225-667-2029

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First Command District Advisor - Jerad Houser

1325 Barksdale Blvd
Suite 207

Bossier City, LA 71111
318-746-3974

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Edward Jones - Financial Advisor: Katina Summers

2400 Veterans Blvd
Suite 484

Kenner, LA 70062
504-375-2149

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Cancienne-Tresca Wealth Management - UBS Financial Services Inc.

909 Poydras Street
Suite 2900

New Orleans, LA 70112
504-584-5647

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Edward Jones - Financial Advisor: Kenny McDaniel, CRPC"

1200 Business Hwy 190
Suite 21

Covington, LA 70433
985-893-4742

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Edward Jones - Financial Advisor: Daniel A Nobles, CFP®

2091 Stockwell Rd
Suite 4

Bossier City, LA 71111
318-549-9155

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Edward Jones - Financial Advisor: Walter R Myers Jr

5531 Monroe Hwy

Ball, LA 71405
318-641-8822

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Edward Jones - Financial Advisor: Kris Brouillette

3301 Veterans Blvd
Suite 205

Metairie, LA 70002
504-831-3499

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Edward Jones - Financial Advisor: Brooke H Eastridge

507 Saint Philip
Suite E

Thibodaux, LA 70301
985-446-9440

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Edward Jones - Financial Advisor: David L Daily

1434 C Dorchester

Alexandria, LA 71301
318-445-9439

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Edward Jones - Financial Advisor: Tricia B Barrera

1350 Magazine Street
Suite A

New Orleans, LA 70130
504-208-9311

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Edward Jones - Financial Advisor: Ryan A Mitrik

621 B River Highlands Blvd

Covington, LA 70433
985-875-0400

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Edward Jones - Financial Advisor: Jared A Stevenson

8691 Line Avenue
Suite 200

Shreveport, LA 71106
318-219-4085

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Edward Jones - Financial Advisor: Justin Tersteeg, AAMS"

13180 Coursey Blvd
Suite 106

Baton Rouge, LA 70816
225-751-7460

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Edward Jones - Financial Advisor: Bryon J Hatrel, CFP®|CLU®

3547 N Hullen St
Suite K

Metairie, LA 70002
504-456-9654

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Edward Jones - Financial Advisor: Scott O'Pry, AAMS"

201 West College
Suite B

Lake Charles, LA 70605
337-478-8006

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Edward Jones - Financial Advisor: Hayden L Hildebrand

1324 Lee Street

Minden, LA 71055
318-377-8350

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Edward Jones - Financial Advisor: Graham Inman

1925 2nd Street

Slidell, LA 70458
985-639-8200

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Edward Jones - Financial Advisor: Marc Galey

110 Rue Promenade
Ste 100

Lafayette, LA 70508
337-993-8575

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Edward Jones - Financial Advisor: Devin Brooks, AAMS"

37283 Swamp Rd
Suite 101

Prairieville, LA 70769
225-677-8117

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Edward Jones - Financial Advisor: David P Indest

3547 N Hullen St
Suite K

Metairie, LA 70002
504-456-9654

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Edward Jones - Financial Advisor: Jimmy Guidry II

1407 The Blvd
Suite D

Rayne, LA 70578
337-334-5707

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Edward Jones - Financial Advisor: Toby S Willis, CEPA®

309 S. Vaughan Drive
Suite D

Brusly, LA 70719
225-749-2878

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Edward Jones - Financial Advisor: Clay Elliott, CFP®|AAMS"|CRPC®

309 S Vaughan Dr
Suite D

Brusly, LA 70719
225-749-2878

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Edward Jones - Financial Advisor: Garett J Thibodeaux

102 Thomas St
Ste A-2

Abbeville, LA 70510
337-898-2117

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Edward Jones - Financial Advisor: Javier E Moreno

18435 Hwy 22
Ste 1

Ponchatoula, LA 70454
985-370-0646

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Edward Jones - Financial Advisor: Sadie A Latiolais

2301 West Laurel Avenue

Eunice, LA 70535
337-457-1721

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Edward Jones - Financial Advisor: Peyton J Theriot

701 David Drive
Suite H

Metairie, LA 70003
504-733-0726

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Edward Jones - Financial Advisor: Dedrick Lewis

20103 Old Scenic Hwy
Bldg 7

Zachary, LA 70791
225-654-4191

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Edward Jones - Financial Advisor: Dirk G David, CFP®|AAMS"

817 E Veterans Memorial Drive

Kaplan, LA 70548
337-643-3775