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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Zachary, LA

Every SEC-registered investment adviser representative at a firm office in Zachary, with the firms that employ the most of them.

10 registered advisors work in Zachary; the most are at Edward Jones (3). 0 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Zachary

FirmAdvisors in Zachary
Edward Jones news3
LPL Financial LLC news2
Copper Financial1
J.P. Morgan Securities LLC news1
MML Investors Services, LLC1
Pfs Investments Inc.1
State Farm Investment Management Corp.1

Advisors in Zachary, A to Z

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Other cities in Louisiana

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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 Zachary, LA?

10 investment adviser representatives are registered at firm offices in Zachary, Louisiana, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Zachary?

Edward Jones, with 3 registered advisors in Zachary, followed by LPL Financial LLC with 2.

How do I check a financial advisor in Zachary?

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.