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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
William Swander (CRD# 4691152) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monroe, LA and has over 20 years of experience in the finance industry.
Janet Thibault (CRD# 2663418) is an Investment Advisor Representative working at Edward Jones in Ruston, LA and has over 17 years of experience in the finance industry.
Jason Tiser (CRD# 4749618) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Monroe, LA and has over 14 years of experience in the finance industry.
Ashley Tonore (CRD# 6771176) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monroe, LA and has over 6 years of experience in the finance industry.
Nicholas Trappey (CRD# 5538539) is an Investment Advisor Representative working at Pelican Wealth Management in Monroe, LA and has over 15 years of experience in the finance industry. Nicholas Trappey 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.
Lorenzo Treadway (CRD# 6078291) is an Investment Advisor Representative working at Pelican Wealth Management in Monroe, LA and has over 10 years of experience in the finance industry.
Lucas Vascocu (CRD# 6045680) is an Investment Advisor Representative working at Edward Jones in West Monroe, LA and has over 11 years of experience in the finance industry.
Kenneth Vines (CRD# 2343438) is an Investment Advisor Representative working at Vines Capital Management, LLC in Monroe, LA and has over 28 years of experience in the finance industry.
Sharon Wallace (CRD# 3242569) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ruston, LA and has over 11 years of experience in the finance industry.
Pamela Accardo (CRD# 3033176) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Monroe, LA and has 1 year of experience in the finance industry.