Best Investors
Account
Sign in
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-05-08 |
Branch Locations
1201 Brashear Ave Suite 301, Morgan City, LA 70380 • United States
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-05 |
Branch Locations
1201 Brashear Ave Suite 301, Morgan City, LA 70380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Darnall, Sikes & Frederick Cpas | Morgan City | LA | 01/2013 | Present |
| Darnall Sikes Wealth Partners, Llc | Morgan City | LA | 02/2024 | Present |
| Avantax Advisory Services | Morgan City | LA | 02/2024 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Avantax Planning Partners, Inc. | Dubuque | IA | 03/2026 | Present |
1) DARNALL SIKES WEALTH PARTNERS, LLC POSITION: Financial Advisor NATURE: Investment advisory services including retirement planning services, estate planning and tax planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 02/08/2024 ADDRESS: 1201 Brashear Ave., Ste 301, Morgan City LA 70380, United States DESCRIPTION: Meet with clients on services provided, review progress towards goals, provide estate planning, investment performance reviews. 2)LOUISIANA SHRIMP AND PETROLEUM FESTIVAL AND FAIR ASSOCIATION, INC. POSITION: Treasurer NATURE: Nonprofit organization designed to promote the shrimp and oil industries locally with an annual festival. Festival is held annually on Labor Day weekend in Morgan City, LA. Planning and meetings are performed year-round by board members and volunteers. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 715 Second Street, Morgan City LA 70380, United States DESCRIPTION: Treasurer - process accounts receivable, accounts payable, payroll. Financial and income tax reporting requirements. Attend meetings that are held monthly at the festival office. 3) MORGAN CITY ROTARY CLUB, INC. POSITION: Board Member NATURE: Rotary Club is a nonprofit organization that promotes business relationships in the local area. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2015 ADDRESS: 1201 Brashear Ave., Ste 301, Morgan City LA 70380, United States DESCRIPTION: Board member that assists with accounting functions such as accounts receivable, accounts payable, preparation of financial statements and income tax returns. Meetings are attended on an occasional basis. 4) DARNALL, SIKES & FREDERICK CPAS POSITION: Manager NATURE: The firm provides a wide variety of accounting services including: tax preparation, business consulting, tax planning, bookkeeping services, payroll services. INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2013 ADDRESS: 1201 Brashear Ave, Ste 301, Morgan City LA 70380, United States DESCRIPTION: Within the firm, I am responsible for the following functions: managing workflow to include tax returns and bookkeeping services, client relations/ meetings, review of tax returns, review of accounting work, general business consulting services.
Reach out to this advisor