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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
Matthew Greene (CRD# 3175382) is an Investment Advisor Representative working at Lpl Financial LLC in Covington, LA and has over 18 years of experience in the finance industry.
William Greenwald (CRD# 5655782) is an Investment Advisor Representative working at Edward Jones in Abita Springs, LA and has over 13 years of experience in the finance industry.
Baburhan Gucer (CRD# 3207431) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Covington, LA and has over 24 years of experience in the finance industry. Baburhan Gucer 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.
Tyler Gugliuzza (CRD# 5792641) is an Investment Advisor Representative working at Edward Jones in Covington, LA and has over 13 years of experience in the finance industry.
Daniel Haar (CRD# 6385338) is an Investment Advisor Representative working at Live Oak Wealth Management, LLC in Covington, LA and has over 8 years of experience in the finance industry.
Ursula Hand (CRD# 2875852) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Abita Springs, LA and has over 26 years of experience in the finance industry.
Willis Hetler (CRD# 4532702) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Covington, LA and has over 14 years of experience in the finance industry.
Andrew Hoffman (CRD# 2870074) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Covington, LA and has over 27 years of experience in the finance industry. Andrew Hoffman 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.
Raymond Jenkins (CRD# 5288976) is an Investment Advisor Representative working at Live Oak Wealth Management, LLC in Covington, LA and has over 17 years of experience in the finance industry.
Kevin Keleher (CRD# 1339537) is an Investment Advisor Representative working at Klk Capital Wealth Advisors LLC in Abita Springs, LA and has over 28 years of experience in the finance industry.