Stephens
47yrs
Top advisor by experience in Louisiana
11yrs
Whitney Weeks
Financial advisor at Merrill
Whitney Weeks is a fiduciary financial advisor in Shreveport, Louisiana, with 11 years in the industry. After a year at Cuna Brokerage Services, Whitney joined Merrill in 2019, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 233 advisors with offices in Shreveport, and one of 204 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office401 Edwards St, Shreveport, LA 71101
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowMerrillCurrent firm
- May 2018 – Sep 2019Cuna Brokerage Services, Inc.Previously
Contact Whitney
Local office(318) 674-9435Ask for Whitney. (800) 637-7455Main office · New York, NY 401 Edwards StShreveport, LA 71101Office · Get directions
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Questions to ask Whitney
Tailored to Whitney’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Whitney
How do I contact Whitney?
Call Whitney’s local office at (318) 674-9435 or the Merrill main office at (800) 637-7455, and ask for Whitney Weeks.
How long has Whitney been a financial advisor?
Whitney has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Whitney hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Whitney a fiduciary?
Whitney is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Whitney paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Whitney for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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