Meet the founder
Brian Allred — Founder, LPL Investment Advisor Representative
With a career in financial services spanning more than three decades, Brian founded Allred Wealth Management to pursue his passion for making a real difference in the lives of others through financial wellness.
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We believe in creating financial strategies that our clients understand.
Brian Allred 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, where he continued his career with Key Brokerage of Alaska before spending many years representing mutual fund and annuity companies — including AIG and Jackson National in a financial wholesaler role, working alongside top financial advisors in the region.
After his wholesaling experiences, Brian founded Allred Wealth Management in 2021 with a clear mission: to create income plans, investment portfolios, and retirement strategies that help clients preserve and manage their wealth for years to come. Brian attended LSU and Southeastern Louisiana University, where he earned his Bachelor of Arts in Marketing.
Brian holds Series 7, 6, 66, and 63 registrations through LPL Financial along with Life and Health licensure, and carries the CFS (Certified Funds Specialist) designation. He believes in creating financial strategies that clients truly understand — taking the time to explain not just what he recommends, but why, so every client feels confident in their choices.
Outside the office, Brian enjoys life with his wife Robin, his two children Bryce and Jordan, and his two hunting dogs. When he's not working, you might find him at a live music event, watching an LSU game, or duck hunting with his dogs and close friends.
Credentials & Licensure
CFS — Certified Funds Specialist
Brian holds the CFS designation, reflecting advanced knowledge in mutual funds, investment planning, and portfolio construction for individual investors.
Series 7, 6, 66 & 63
Series 7, 6, 66, and 63 registrations through LPL Financial, along with Life and Health licensure, enabling comprehensive investment and insurance guidance.
30+ Years of Experience
Brian's career spans from bank investment advising in 1993 through wholesaling roles with AIG and Jackson National, to founding Allred Wealth Management in 2021.
Independent Firm, Metairie, Louisiana
As an independent firm, Allred Wealth Management is not tied to any single company's products — recommendations are personalized and consistently made in the client's best interest.
Our Philosophy
Three principles guide everything we do.
Client Education First
We make sure you feel confident in your choices because you understand the concepts behind them. We take the time to explain not just what we recommend, but why.
Income Over Accumulation
In retirement, it's not about how much you have — it's about how reliably it arrives. We specialize in building income strategies designed to last a lifetime.
Steady Guidance Through Volatility
When markets make you nervous, we help you stay the course. Our job is to reinforce and reassure you that we have set up the right plan as you navigate retirement.
Our Location
Visit Our Office
We welcome you to meet with us in person. Our office is conveniently located in Metairie, Louisiana, just off the Causeway.
Ready to Start a Conversation?
We'd welcome the opportunity to learn about your retirement goals and share how we might be able to help. There's no obligation — just an honest conversation about your financial future.