Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Greenwell Springs, LA
Every SEC-registered investment adviser representative at a firm office in Greenwell Springs, with the firms that employ the most of them.
The short answer
9 registered advisors work in Greenwell Springs; the most are at Edward Jones (3). 2 list the CFP designation and 7 are also registered broker representatives.
Firms with the most advisors in Greenwell Springs
| Firm | Advisors in Greenwell Springs |
|---|---|
| Edward Jones news | 3 |
| State Farm Investment Management Corp. | 2 |
| Allstate Financial Advisors, LLC | 1 |
| Integrity Wealth Management, Inc. | 1 |
| J.P. Morgan Securities LLC news | 1 |
| Prostatis Financial Advisors Group | 1 |
Advisors in Greenwell Springs, A to Z
CFP advisors in Greenwell Springs →- Christopher W. ChoateEdward Jones · Certified Financial Planner
- Gregg M. DubrocAllstate Financial Advisors, LLC
- Kara L. KepperEdward Jones
- Michael J. PattonIntegrity Wealth Management, Inc. · Certified Financial Planner
- Justin PayerState Farm Investment Management Corp.
- Erica L. RastiState Farm Investment Management Corp. · Chartered Financial Consultant
- Travis P. ShepherdProstatis Financial Advisors Group
- Cortney WagnerJ.P. Morgan Securities LLC
- Trent M. WillisEdward Jones
Other cities in Louisiana
All of Louisiana →New Orleans 679Baton Rouge 588Metairie 343Lafayette 313Shreveport 213Mandeville 176Lake Charles 107Covington 74Monroe 74Slidell 54Houma 52Alexandria 47Thibodaux 38New Iberia 28Ruston 26Hammond 25Bossier City 21Gretna 21Gonzales 19Kenner 16Denham Springs 15Harahan 15Opelousas 15West Monroe 15
Questions
How many financial advisors are in Greenwell Springs, LA?
9 investment adviser representatives are registered at firm offices in Greenwell Springs, Louisiana, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Greenwell Springs?
Edward Jones, with 3 registered advisors in Greenwell Springs, followed by State Farm Investment Management Corp. with 2.
How do I check a financial advisor in Greenwell Springs?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.