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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
Donald Robinson (CRD# 1016506) is an Investment Advisor Representative working at Primerica Advisors in Houma, LA and has over 42 years of experience in the finance industry.
William Seibert (CRD# 2710335) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Houma, LA and has over 28 years of experience in the finance industry.
Kevin Serigne (CRD# 5371395) is an Investment Advisor Representative working at Eagle Strategies LLC in Houma, LA and has over 10 years of experience in the finance industry.
John Sirois (CRD# 2847219) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Houma, LA and has over 27 years of experience in the finance industry.
Eugene Songy (CRD# 5772801) is an Investment Advisor Representative working at Newedge Advisors in Houma, LA and has over 10 years of experience in the finance industry.
Leon Stiel (CRD# 6253019) is an Investment Advisor Representative working at Edward Jones in Houma, LA and has over 10 years of experience in the finance industry.
Leon Stiel (CRD# 2433471) is an Investment Advisor Representative working at Edward Jones in Houma, LA and has over 30 years of experience in the finance industry. Leon Stiel 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.
Ann Summers (CRD# 4047179) is an Investment Advisor Representative working at Lpl Financial LLC in Houma, LA and has over 21 years of experience in the finance industry. Ann Summers 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.
Thomas Trussell (CRD# 2493634) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Houma, LA and has over 29 years of experience in the finance industry. Thomas Trussell 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.
Cheryl Voss (CRD# 4722360) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Houma, LA and has over 19 years of experience in the finance industry.