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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
Richard Danielson (CRD# 4839525) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Mandeville, LA and has over 19 years of experience in the finance industry.
Jennifer Davillier-Mcgowan (CRD# 4298990) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mandeville, LA and has over 20 years of experience in the finance industry.
Ovid Davis (CRD# 6895553) is an Investment Advisor Representative working at Edward Jones in Slidell, LA and has over 6 years of experience in the finance industry.
Henry Deharde (CRD# 4735640) is an Investment Advisor Representative working at Primerica Advisors in Mandeville, LA and has over 16 years of experience in the finance industry.
Philbert Demarie (CRD# 1786940) is an Investment Advisor Representative working at Eagle Strategies LLC in Mandeville, LA and has over 31 years of experience in the finance industry.
Lowell Dever (CRD# 66548) is an Investment Advisor Representative working at Charter Advisory Corporation in Lacombe, LA and has over 34 years of experience in the finance industry.
Carl Drury (CRD# 6063550) is an Investment Advisor Representative working at Paradiem, LLC in Covington, LA and has over 11 years of experience in the finance industry.
Claude Duet (CRD# 4332316) is an Investment Advisor Representative working at Asset Planning Services Inc. in Covington, LA and has over 7 years of experience in the finance industry.
Keith Duet (CRD# 4332322) is an Investment Advisor Representative working at Advisory Services Network in Covington, LA and has 1 year of experience in the finance industry.
Eric Dunavant (CRD# 3255295) is an Investment Advisor Representative working at Paradiem, LLC in Covington, LA and has over 24 years of experience in the finance industry. Eric Dunavant 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.