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Distance Only Covington, LA
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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
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.
Randy Kinchen (CRD# 1061005) is an Investment Advisor Representative working at Lpl Financial LLC in Covington, LA and has over 40 years of experience in the finance industry. Randy Kinchen 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.
Garrett Leroux (CRD# 6641803) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Covington, LA and has over 6 years of experience in the finance industry. Garrett Leroux 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.
Charles McLoughlin (CRD# 2452345) is an Investment Advisor Representative working at Independent Financial Group, LLC in Covington, LA and has over 26 years of experience in the finance industry.
Ryan Mitrik (CRD# 6435679) is an Investment Advisor Representative working at Edward Jones in Covington, LA and has over 9 years of experience in the finance industry.
Brandon Myers (CRD# 5208245) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Covington, LA and has over 17 years of experience in the finance industry. Brandon Myers 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.
Jillian Nelson (CRD# 4428527) is an Investment Advisor Representative working at Asset Planning Services Inc. in Covington, LA and has over 20 years of experience in the finance industry.
Benjamin Parker (CRD# 5129837) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Covington, LA and has over 17 years of experience in the finance industry.
Brian Parker (CRD# 2161106) is an Investment Advisor Representative working at Rda Financial Network in Covington, LA and has over 32 years of experience in the finance industry.