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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
Michael Lavelanet (CRD# 6650801) is an Investment Advisor Representative working at Advice And Planning Services in Boca Raton, FL and has over 7 years of experience in the finance industry.
Gigi Lavergne (CRD# 3082946) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Garland, TX and has over 23 years of experience in the finance industry.
Shawna Lazorko (CRD# 6971512) is an Investment Advisor Representative working at Edward Jones in Rockwall, TX and has over 5 years of experience in the finance industry.
Marc Levy (CRD# 2555150) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boca Raton, FL and has over 29 years of experience in the finance industry.
Brian Llewellyn (CRD# 6384079) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rockwall, TX and has over 9 years of experience in the finance industry.
Brandi Lobato (CRD# 6296432) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Boca Raton, FL and has over 7 years of experience in the finance industry. Brandi Lobato 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.
Richard Lucas (CRD# 4535940) is an Investment Advisor Representative working at Nestegg Wealth Advisors in Rowlett, TX and has over 17 years of experience in the finance industry.
Michael Makara (CRD# 4040097) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Garland, TX and has over 23 years of experience in the finance industry.
Jason Mamalis (CRD# 5321770) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boca Raton, FL and has over 16 years of experience in the finance industry.
Skyler Marchand (CRD# 7003072) is an Investment Advisor Representative working at Edward Jones in Rowlett, TX and has over 5 years of experience in the finance industry.