Financial advisors and lenders · Louisiana

Financial advisors and lenders in Lake Charles, LA

155 financial advisors in Lake Charles with phone numbers, 43 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Lake Charles list freeSee a sample
155
businesses
100%
have a phone number
28%
have an email address (43)
—
average Google rating
Sample

A sample of financial advisors and lenders in Lake Charles

Twelve of the 155 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Terrell & AssociatesFinancial Planner—Yes(337) •••-••••Available
Johnny Janese - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(337) •••-••••Available
Shelter Insurance - Karla HuntFinancial Service; Legal Service—Yes(337) •••-••••Available
The Firm of LAOffice; Financial Service; Legal Service—Yes(337) •••-••••Available
Deep South Financial ServicesFinancial Service; Legal Service—Yes(337) •••-••••Available
Edward Jones - Financial Advisor: Jim GiffinFinancial Service; Legal Service—Yes(337) •••-••••Available
Edward Jones - Financial Advisor: Quin Boyett, AAMS®Financial Service; Legal Service—Yes(337) •••-••••Available
Phyllis Dugar-Thibodeaux - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(337) •••-••••Available
Hyatt Investigations & ProcessFinancial Planner—Yes(337) •••-••••Available
Lake Area CollectionsFinancial Service; Legal Service—Yes(337) •••-••••Available
Teddy Authement - Aflac Insurance AgentFinancial Service; Legal Service—Yes(337) •••-••••Available
Broussard & Hart, L.L.C.Financial Service; Legal Service; Office—Yes(337) •••-••••Available

Showing 12 of 155. Data refreshed October 2026.

The market

What Lake Charles's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 155 have no rating yet — prime prospects for review and reputation services.
18 (12%) have no website listed — a ready-made list for web design and SEO offers.
35% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service74
  • Financial Planner24
  • Loans Agency16
  • Financial Service; Legal Service; Business Service13
  • Insurance Agency; Financial Service; Legal Service8
  • Financial Service; Legal Service; Structure3

Area codes

  • (337)150
  • (318)2
  • (877)1
  • (800)1
  • (317)1
Playbook

How to sell to financial advisors in Lake Charles

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Lake Charles financial advisors leads

How many financial advisors and lenders in Lake Charles, LA are in the database?
155 financial advisors and lenders in Lake Charles, LA, as of October 2026. 155 of them have a phone number and 43 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Lake Charles list of 155 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Baton Rouge, LANew Orleans, LAShreveport, LAMetairie, LALafayette, LASlidell, LAMonroe, LAMandeville, LAAll financial advisors and lenders →

Other businesses in Lake Charles

RestaurantsBars and breweriesSalons and spasAuto repair shopsReal estate officesEverything in Lake Charles →

Start calling Lake Charles financial advisors today

25 free credits, no card. Search "financial advisors in Lake Charles" and unlock your first 25 contacts.

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