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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
Peter Steffens (CRD# 2455495) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mandeville, LA and has over 30 years of experience in the finance industry.
William Stewart (CRD# 2231632) is an Investment Advisor Representative working at Wms Group LLC in Folsom, LA and has over 23 years of experience in the finance industry.
Debra Stuart (CRD# 5353811) is an Investment Advisor Representative working at Edward Jones in Covington, LA and has over 16 years of experience in the finance industry.
Diana Suffern (CRD# 4212143) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lacombe, LA and has over 5 years of experience in the finance industry.
Edward Suffern (CRD# 6892747) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Mandeville, LA and has over 5 years of experience in the finance industry. Edward Suffern 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.
Sandra Tackett (CRD# 5477280) is an Investment Advisor Representative working at Paradiem, LLC in Covington, LA and has over 13 years of experience in the finance industry.
Douglas Tate (CRD# 5996589) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Mandeville, LA and has over 12 years of experience in the finance industry.
Daniel Texada (CRD# 5549462) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Covington, LA and has over 8 years of experience in the finance industry.
James Thibaut (CRD# 6778596) is an Investment Advisor Representative working at Mml Investors Services, LLC in Covington, LA and has over 6 years of experience in the finance industry.
Joseph Thibeaux (CRD# 4993514) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Slidell, LA and has over 18 years of experience in the finance industry.