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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
Christopher Troiani (CRD# 5585543) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Covington, LA and has over 15 years of experience in the finance industry.
Jimmy Ward (CRD# 5158497) is an Investment Advisor Representative working at Primerica Advisors in Picayune, MS and has over 17 years of experience in the finance industry.
Danielle Wauchope (CRD# 6362274) is an Investment Advisor Representative working at Paradiem, LLC in Covington, LA and has over 9 years of experience in the finance industry.
Lavon Welch (CRD# 1223552) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Covington, LA and has over 25 years of experience in the finance industry. Lavon Welch 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.
William Willes (CRD# 803943) is an Investment Advisor Representative working at Lpl Financial LLC in Covington, LA and has over 39 years of experience in the finance industry.
Jon Williams (CRD# 2996336) is an Investment Advisor Representative working at Lpl Financial LLC in Poplarville, MS and has over 26 years of experience in the finance industry. Jon Williams 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.
Jeremy Witt (CRD# 5466447) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Covington, LA and has over 6 years of experience in the finance industry.
Jeffery Wylie (CRD# 871107) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Abita Springs, LA and has over 29 years of experience in the finance industry.
Joseph Prisco (CRD# 4886860) is an Investment Advisor Representative working at Advocacy Financial LLC in Covington, LA and has over 18 years of experience in the finance industry. Joseph Prisco 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.
Michael Bergeron (CRD# 5228198) is an Investment Advisor Representative working at Edward Jones in Covington, LA and has 1 year of experience in the finance industry.