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Meet the Team
Brian Allred is an Investment Advisor Representative, Founder, and President at Allred Wealth Management. Brian began his career in the financial services industry in 1993 as a bank investment advisor for Premier Bank of Louisiana. He then moved to Anchorage, Alaska and continued his financial services career working for Key Brokerage of Alaska. He has spent many years representing several mutual fund and annuity companies, such as AIG and Jackson National, in a financial wholesaler role, working with top financial advisors in the area. After his wholesaling experiences, he founded Allred Wealth Management in 2021.
With his experience, his passion for making a difference in the lives of others is through financial wellness. Brian holds FINRA Series 7, 6, 66, 63, Life and Health licensure, and holds a CFS designation.
Brian attended LSU and Southeastern Louisiana University, receiving his Bachelor of Arts in marketing.
Today, Brian enjoys life with his wife, Robin; his two children, Bryce and Jordan; and his two hunting dogs. When he's not in the office, you might find him at a live music event, attending or watching an LSI-J game on TV, or duck hunting with his dogs and close friends.
Brian Allred CFS is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: LA
Brian Allred CFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed: LA
Address
3525 N Causeway Blvd Suite 728
Metairie, LA 70002
Licenses
- Series 6, 63, 65, 66, 7TO
With over three decades of experience in financial planning, tax consulting, and insurance, Jack Sloan has established himself as a devoted financial planner in the Gulf Coast region. A Certified Financial Planner since 1992 and a tax preparer since 1986, he combines deep industry knowledge and experience with a commitment to helping clients achieve their financial goals.
Jack's proficiency in financial education is highlighted by his work as a Technical Editor and Content Writer for EXAMCO, where he contributed to the development of training materials for financial advisors.
A passionate advocate for community service, he has held leadership positions including Immediate Past President of the Institute of Certified Financial Planners, Gulf Coast Society, and is a founding member of the Jefferson Chamber of Commerce. He has also served on the boards of the EJ General Hospital Foundation and the American Cancer Society, where he founded the Celebrity Waiter Fundraiser, raising significant funds for local charities.
Jack Sloan CFP is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: LA
Jack Sloan CFP is licensed to sell and/or discuss Insurance Products only to residents of the states listed: CO, LA
Address
3525 N Causeway Blvd Suite 728
Metairie, LA 70002
Licenses
- Series 63, 65, 7, 7TO
“An investment in knowledge pays the best interest.”
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