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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
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.
Charles Christian (CRD# 1540727) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Madisonville, LA and has over 26 years of experience in the finance industry. Charles Christian 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 Clayton (CRD# 2847466) is an Investment Advisor Representative working at Cornerstone Advisory in Mandeville, LA and has over 20 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.
Stephen Covell (CRD# 5350322) is an Investment Advisor Representative working at Covell Financial in Mandeville, LA and has over 16 years of experience in the finance industry.
Lauren Crosby (CRD# 5127607) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mandeville, LA and has over 17 years of experience in the finance industry.
John Curren (CRD# 3271815) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mandeville, LA and has over 24 years of experience in the finance industry. John Curren 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.
Peter Dahlstrom (CRD# 1661656) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Covington, LA and has over 33 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.
William Daniels (CRD# 2625537) is an Investment Advisor Representative working at Edward Jones in Ponchatoula, LA and has over 28 years of experience in the finance industry.