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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Gerald Lorey (CRD# 4788681) is an Investment Advisor Representative working at Eagle Strategies LLC in Shreveport, LA and has over 15 years of experience in the finance industry.
Charlton Lyons (CRD# 3019074) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Shreveport, LA and has over 25 years of experience in the finance industry. Charlton Lyons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Lyons (CRD# 5845983) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Shreveport, LA and has over 13 years of experience in the finance industry. Jeffrey Lyons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stafford Lyons (CRD# 6231615) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Shreveport, LA and has over 6 years of experience in the finance industry.
Sandra Maranto (CRD# 3277542) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Shreveport, LA and has over 16 years of experience in the finance industry.
Dany Martin (CRD# 5369132) is an Investment Advisor Representative working at Rfg Advisory, LLC in Shreveport, LA and has over 12 years of experience in the finance industry.
Patricia Martin (CRD# 1247051) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Shreveport, LA and has over 36 years of experience in the finance industry.
Sharon Martin (CRD# 2630579) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Shreveport, LA and has over 8 years of experience in the finance industry.
Robert Mattei (CRD# 1268046) is an Investment Advisor Representative working at R.s. Mattei & Company, Inc. in Shreveport, LA and has over 39 years of experience in the finance industry. Robert Mattei has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Mc Crocklin (CRD# 1425634) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Shreveport, LA and has over 38 years of experience in the finance industry.