Founded in 2010, HB Financial started with one employee and limited resources. By 2016, the program expanded to include an additional office in the greater New Orleans area. HB Financial now includes three financial advisors, one licensed assistant, and two administrative assistants. The firm is equipped with a robust team of diversely talented individuals, which allows us to better serve our clients. We provide financial strategies for our clients in order to help prepare them for a successful future. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC (www.finra.org) (www.sipc.org). Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Home Bank deposits and are not FDIC insured. These products are not obligations of the Home Bank and are not endorsed, recommended or guaranteed by Home Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.hbfinancialadvisor.com.
View Top Employees from HB FinancialWebsite | http://www.hbfinancialadvisor.com |
Revenue | $8 million |
Employees | 8 (7 on RocketReach) |
Founded | 2010 |
Address | 2810 Johnston St 2nd Floor, Lafayette, Louisiana 70503, US |
Phone | (337) 572-3674 |
Fax | (985) 727-6019 |
Technologies |
JavaScript,
HTML,
Twitter
+18 more
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Industry | Financial Services, Finance General, Finance |
Competitors | Private Wealth Management & Consulting, Ryan And Hoppe Investment Management LLC., Sterling First Financial |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The HB Financial annual revenue was $8 million in 2024.
7 people are employed at HB Financial.
HB Financial is based in Lafayette, Louisiana.
The NAICS codes for HB Financial are [52393, 523, 5239, 52].
The SIC codes for HB Financial are [62, 628].