-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
H. Jude Boudreaux is the founder of Upperline Financial Planning, a fee-only financial planning firm based in New Orleans. We have a unique approach that allows us to work with a broad range of clients, from those who are just beginning in their financial lives to those who have accumulated assets and are not approaching retirement. As a fee-only firm, no commissions are earned.
Jude (CRD# 4274831) is an Investment Advisor Representative working at Upperline Financial Planning, LLC in New Orleans, LA and has over 15 years of experience in the finance industry. Hank Boudreaux has taken additional...
Thomas Boulund (CRD# 1321159) is an Investment Advisor Representative working at Morgan Stanley in Davenport, IA and has over 39 years of experience in the finance industry.
Jakob Bower (CRD# 6683257) is an Investment Advisor Representative working at Principal Securities, Inc. in Muscatine, IA and has over 7 years of experience in the finance industry.
Rick Bower (CRD# 5315073) is an Investment Advisor Representative working at Principal Securities, Inc. in Muscatine, IA and has over 16 years of experience in the finance industry.
Kelly Bramer (CRD# 1556897) is an Investment Advisor Representative working at Morgan Stanley in Davenport, IA and has over 37 years of experience in the finance industry.
Michael Branham (CRD# 3193430) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 25 years of experience in the finance industry. Michael Branham 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.
Scott Bridgford (CRD# 3176428) is an Investment Advisor Representative working at Bridgford Wealth Advisory, LLC in Rock Island, IL and has over 25 years of experience in the finance industry.
Paul Briles (CRD# 4915617) is an Investment Advisor Representative working at Principal Securities, Inc. in Bettendorf, IA and has over 19 years of experience in the finance industry.
Justin Brimmer (CRD# 4717820) is an Investment Advisor Representative working at Edward Jones in Davenport, IA and has over 20 years of experience in the finance industry.
Thomas Brooke (CRD# 4970784) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Davenport, IA and has over 18 years of experience in the finance industry.