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Financial advisors in Monroe, LA

Looking for a financial advisor in Monroe, LA? We list 82 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

82Advisors with offices here
13Median years of experience
0%At fee-only firms
23Firms represented

Largest firms here: Merrill (24), LPL Financial (14), State Farm Investment Management (7).

Nearby: West Monroe, Calhoun.

Filter and map these advisors

Graham, Bordelon, Golson & Gilbert
43yrs
Gary Graham
Financial advisor
2401 Tower Drive
Monroe, LA 71201
Top advisor by experience in Monroe
ChFC
Call Directions
LPL Financial
42yrs
Douglas Farr
Financial advisor
1896 Hudson Circle, Suite. 6
Monroe, LA 71201
Top 2% by experience in Monroe
Fiduciary
Call Directions
Eagle Strategies
40yrs
Michael Fulco
Financial advisor
130 Disiard Street Suite 816
Monroe, LA 71201
Top 3% by experience in Louisiana
ChFCFiduciary
Call Directions
Summit Financial Wealth Advisors
38yrs
Charles Ray
Financial advisor
1890 Hudson Circle Suite 1
Monroe, LA 71201
Top 5% by experience in Monroe
Fiduciary
Call Directions
Raymond James & Associates
35yrs
John Clausen
Financial advisor
1900 N 18th St Suite 700
Monroe, LA 71201
Top 6% by experience in Monroe
Fiduciary
Call Directions
LPL Financial
35yrs
Thomas Lewis
Financial advisor
1888 Hudson Circle, Suite 3
Monroe, LA 71201
Top 7% by experience in Monroe
Fiduciary
Call Directions
Raymond James & Associates
35yrs
Derek Daniels
Financial advisor
1900 N 18th St Suite 700
Monroe, LA 71201
Top 8% by experience in Louisiana
Fiduciary
Call Directions
Regal Investment Advisors
35yrs
John Kelly
Financial advisor
2109 Tower Drive
Monroe, LA 71201
Top 8% by experience in Louisiana
ChFCFiduciary
Call Directions
Money Concepts Advisory Service
32yrs
Darren Oglesby
Financial advisor
2443 Tower Drive
Monroe, LA 71201
Top 11% by experience in Monroe
PlanningInvesting
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Merrill
31yrs
James Orten
Financial advisor
1809 Glenmar Ave
Monroe, LA 71201
Top 12% by experience in Monroe
Fiduciary
Call Directions
Vines Capital Management
31yrs
Kenneth Vines
Financial advisor
1896 Hudson Circle Suite 3
Monroe, LA 71201
Top 13% by experience in Monroe
Fiduciary
Call Directions
Merrill
31yrs
Amanda Hinton
Financial advisor
1809 Glenmar Ave
Monroe, LA 71201
Top 14% by experience in Louisiana
Fiduciary
Call Directions
Merrill
30yrs
Jeffrey Sunsin
Financial advisor
1809 Glenmar Ave
Monroe, LA 71201
Top 15% by experience at Merrill
Fiduciary
Call Directions
Merrill
27yrs
Martha Glass
Financial advisor
1809 Glenmar Ave
Monroe, LA 71201
Top 18% by experience in Monroe
Fiduciary
Call Directions
LPL Financial
27yrs
John Myers
Financial advisor
1896 Hudson Circle, Suite. 6
Monroe, LA 71201
Top 21% by experience in Monroe
Fiduciary
Call Directions
Graham, Bordelon, Golson & Gilbert
26yrs
Jeffrey Golson
Financial advisor
2401 Tower Drive
Monroe, LA 71201
Top 22% by experience in Monroe
Fiduciary
Call Directions
Regal Investment Advisors
26yrs
Thomas Ditta
Financial advisor
2109 Tower Dr
Monroe, LA 71201
Top 23% by experience in Monroe
Fiduciary
Call Directions
Raymond James Financial Services Advisors
26yrs
Trenton Crawford
Financial advisor
1411 North 19th Street
Monroe, LA 71201
Top 24% by experience in Monroe
Fiduciary
Call Directions
LPL Financial
25yrs
Charles Booth
Financial advisor
1861 Hudson Circle
Monroe, LA 71201
More experience than 74% of advisors in Monroe
FiduciaryPlanningInvesting
Call Directions
Merrill
25yrs
W Rodgers
Financial advisor
1809 Glenmar Ave
Monroe, LA 71201
More experience than 74% of advisors at Merrill
FiduciaryInvestingRetirement plans
Call Directions
International Assets Investment Management
24yrs
Eilesia Dixon
Financial advisor
1900 Auburn Avenue Suite E
Monroe, LA 71201
More experience than 71% of advisors in Monroe
CFP®Fiduciary
Call Directions
LPL Financial
24yrs
Mark McNeely
Financial advisor
909 N 18th St
Monroe, LA 71201
More experience than 71% of advisors in Monroe
CFP®Fiduciary
Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read