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Financial Advisors in Lake Charles, LA

How to choose a financial advisor in Lake Charles

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Regan Jones

Financial Advisor

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Lake Charles, LA

ProfileNo contact yet

Brett Chase

Financial Advisor

J.P. Morgan Securities Llc

Lake Charles, LA

ProfileNo contact yet

Joe Gentry

Financial Advisor

AMERIPRISE FINANCIAL SERVICES, LLC

Lake Charles, LA

ProfileNo contact yet

Aaron Natali

Financial Advisor

Northwestern Mutual Investment Services, Llc

Lake Charles, LA

ProfileNo contact yet

John Agee

Financial Advisor

Cetera Wealth Services, Llc

Lake Charles, LA

ProfileNo contact yet

James Meche

Financial Advisor

J.P. MORGAN SECURITIES LLC

Lake Charles, LA

ProfileNo contact yet

Manuelle Martin

Financial Advisor

Northwestern Mutual Investment Services, Llc

Lake Charles, LA

ProfileNo contact yet

Steven Rice

Financial Advisor

Ameriprise Financial Services, Llc

Lake Charles, LA

ProfileNo contact yet

Vaughn Scofield

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lake Charles, LA

ProfileNo contact yet
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