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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
Angela Avant (CRD# 2895990) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Covington, LA and has over 26 years of experience in the finance industry.
Andrew Bean (CRD# 6895429) is an Investment Advisor Representative working at Edward Jones in Covington, LA and has over 6 years of experience in the finance industry.
David Bernard (CRD# 6197879) 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.
Ernest Bonnoitt (CRD# 5898815) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Covington, LA and has over 13 years of experience in the finance industry.
Karen Calcagno (CRD# 3268340) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Covington, LA and has over 24 years of experience in the finance industry.
John Cefalu (CRD# 1833338) is an Investment Advisor Representative working at Primerica Advisors in Covington, LA and has over 35 years of experience in the finance industry.
Carter Chotin (CRD# 5587655) is an Investment Advisor Representative working at Lpl Financial LLC in Covington, LA and has over 9 years of experience in the finance industry.
Margaret Coleman (CRD# 5564160) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Covington, LA and has over 15 years of experience in the finance industry.
Peter Dahlstrom (CRD# 1661656) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Covington, LA and has over 32 years of experience in the finance industry. Peter Dahlstrom 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.
Brett Dalessandro (CRD# 5662945) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Covington, LA and has over 12 years of experience in the finance industry.