Find a Financial Advisor in Shreveport, LA

 

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We did the hard work of finding trustworthy partners in Shreveport, LA.

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We Only Work With The Best Shreveport Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Shreveport, LA


  • Financial Advisor Close to Shreveport, LA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Shreveport, LA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Shreveport, LA

We evaluated over 13,000 RIA firms to bring you the best of the best Shreveport financial advisors.
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How Retirement-Friendly is Shreveport, LA?

  • Population: 192,035
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $159,200
  • Average Monthly Housing Cost: $817
  • Average Household Income: $62,756
  • Louisiana Total Tax Burden: 8.82% (19th Highest in U.S.)
  • Louisiana Property Tax: 1.93% (6th Lowest in U.S.)
  • Louisiana Individual Income Tax: 1.51% (13th Lowest in U.S.)
  • Louisiana Sales and Excise Tax: 5.38% (4th Highest in U.S.)



The Top Financial Advisor Firms in Shreveport, LA

 

ADKINS SEALE CAPITAL MANAGEMENT LLC

Website

(318) 703-3641

333 Texas Street, Suite 2235

Shreveport, LA 71101

SEC#: 801-77795
Years in Business: 8 years

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

Website

(318) 221-7526

2020 Line Avenue

Shreveport, LA 71104

SEC#: 801-113976
Years in Business: 2 years

MAVEN ROYALTY MANAGEMENT, LLC

Website

(318) 698-0048

620 Texas Street
Suite 300
Shreveport, LA 71101

SEC#: 801-119087
Years in Business: 1 years

ARGENT ADVISORS, INC.

Website

(318) 265-7729

1350 East 70th Street

Shreveport, LA 71105

SEC#: 801-60187
Years in Business: 20 years

ARGENT RETIREMENT PLAN ADVISORS, LLC

Website

(318) 588-6500

333 Texas Street
Suite 699
Shreveport, LA 71101

SEC#: 801-78568
Years in Business: 8 years

STEPHENS INC.

Website

(318) 934-6100

401 Edwards Street
Suite 1100
Shreveport, LA 71101

SEC#: 801-15510
Years in Business: 41 years

OPTIVISE ADVISORY SERVICES LLC

Website

(318) 629-8800

The Court At Twelve Oaks
611 Absinthe Ct
Shreveport, LA 71115

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(318) 629-8800

The Court At Twelve Oaks
611 Absinthe Ct
Shreveport, LA 71115

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(318) 629-8800

The Court At Twelve Oaks
611 Absinthe Ct
Shreveport, LA 71115

SEC#: 801-115232
Years in Business: 2 years

 


Shreveport, LA Financial Advisor FAQs

Ask for verifications on claims made by the advisor because there are scam artists who make false promises to people who are not educated enough to question them, but may be scared to do too much research or take too many chances with an unknown company.
The answer to this question depends on a lot of factors including the type of financial advisor and the services you need.
There's no way around it- we're always going to need someone with qualifications and experience when it comes to handling our finances. Professional advisors know the ins and outs of taxes, investments, retirement accounts, and so much more than the average person will ever understand.
Define your needs and goals first. Then choose someone who has experience in the field. This will ensure that they make sound decisions in their dealings with you.