-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Christopher Choate (CRD# 4831974) is an Investment Advisor Representative working at Edward Jones in Greenwell Springs, LA and has over 19 years of experience in the finance industry.
Nikolas McWhirter (CRD# 6116104) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenwell Springs, LA and has over 11 years of experience in the finance industry.
Michael Patton (CRD# 1905656) is an Investment Advisor Representative working at Integrity Wealth Management, Inc. in Greenwell Springs, LA and has over 27 years of experience in the finance industry. Michael Patton 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.
Travis Shepherd (CRD# 5941472) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Greenwell Springs, LA and has over 13 years of experience in the finance industry.
Todd Cooke (CRD# 1691321) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Greenwell Springs, LA and has over 36 years of experience in the finance industry.
Erica Rasti (CRD# 7667625) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greenwell Springs, LA and has 1 year of experience in the finance industry.
Lynella Devillier (CRD# 1928450) is an Investment Advisor Representative working at Benedict Financial Planning in Baton Rouge, LA and has over 34 years of experience in the finance industry.
Charles Abboud (CRD# 1774605) is an Investment Advisor Representative working at Gallagher Fiduciary Advisors, LLC in Baton Rouge, LA and has over 29 years of experience in the finance industry. Charles Abboud 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.
Leo Abel (CRD# 2530923) is an Investment Advisor Representative working at Abel Hall, LLC in Baton Rouge, LA and has over 27 years of experience in the finance industry. Leo Abel 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.
Christopher Adams (CRD# 2588417) is an Investment Advisor Representative working at Cwm, LLC in Baton Rouge, LA and has over 28 years of experience in the finance industry.