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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
Kathryn Davis (CRD# 5120392) is an Investment Advisor Representative working at Pelican Investment Advisors, LLC in Baton Rouge, LA and has over 17 years of experience in the finance industry. Kathryn Davis 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.
Sean Davis (CRD# 4840930) is an Investment Advisor Representative working at Pelican Investment Advisors, LLC in Baton Rouge, LA and has 1 year of experience in the finance industry.
John Dawes (CRD# 4651008) is an Investment Advisor Representative working at Edward Jones in Gonzales, LA and has over 20 years of experience in the finance industry.
John Deboer (CRD# 5255990) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Baton Rouge, LA and has over 17 years of experience in the finance industry.
Austen Delahaye (CRD# 5634797) is an Investment Advisor Representative working at Almanack Investment Partners in Baton Rouge, LA and has over 12 years of experience in the finance industry.
Fred Dent (CRD# 1757013) is an Investment Advisor Representative working at Dent Wealth Advisors in Baton Rouge, LA and has over 36 years of experience in the finance industry.
Samuel Denton (CRD# 5924078) is an Investment Advisor Representative working at Denton Wealth Strategies LLC in Baton Rouge, LA and has over 12 years of experience in the finance industry.
Marc Derouen (CRD# 4126320) is an Investment Advisor Representative working at Legacy Investment Strategies, LLC in Baton Rouge, LA and has over 23 years of experience in the finance industry.
Jody Detillier (CRD# 2313705) is an Investment Advisor Representative working at Lincoln Investment in Lutcher, LA and has over 30 years of experience in the finance industry.
Lori Dicharry (CRD# 6335095) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Baton Rouge, LA and has over 6 years of experience in the finance industry.