Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Kaplan, LA
Every SEC-registered investment adviser representative at a firm office in Kaplan, with the firms that employ the most of them.
The short answer
3 registered advisors work in Kaplan; the most are at Edward Jones (2). 3 list the CFP designation and 2 are also registered broker representatives.
Firms with the most advisors in Kaplan
| Firm | Advisors in Kaplan |
|---|---|
| Edward Jones news | 2 |
| Broussard Financial Group, LLC | 1 |
Advisors in Kaplan, A to Z
CFP advisors in Kaplan →- Jerry J. BroussardBroussard Financial Group, LLC · Certified Financial Planner
- Kori D. ComeauxEdward Jones · Certified Financial Planner
- Dirk G. DavidEdward Jones · Certified Financial Planner
Other cities in Louisiana
All of Louisiana →New Orleans 751Baton Rouge 658Metairie 390Lafayette 354Shreveport 237Mandeville 189Lake Charles 126Monroe 84Covington 79Slidell 65Houma 56Alexandria 53Thibodaux 48New Iberia 34Hammond 33Ruston 30Bossier City 24Gonzales 22Gretna 21Kenner 21Denham Springs 18West Monroe 18Harahan 17Opelousas 17
Questions
How many financial advisors are in Kaplan, LA?
3 investment adviser representatives are registered at firm offices in Kaplan, Louisiana, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Kaplan?
Edward Jones, with 2 registered advisors in Kaplan, followed by Broussard Financial Group, LLC with 1.
How do I check a financial advisor in Kaplan?
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.