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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
Lowell Dever (CRD# 66548) is an Investment Advisor Representative working at Charter Advisory Corporation in Lacombe, LA and has over 34 years of experience in the finance industry.
Terry King (CRD# 4539911) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lacombe, LA and has over 21 years of experience in the finance industry.
Diana Suffern (CRD# 4212143) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lacombe, LA and has over 5 years of experience in the finance industry.
Daniel Abraham (CRD# 4945227) is an Investment Advisor Representative working at Second Line Capital, LLC in Metairie, LA and has over 13 years of experience in the finance industry. Daniel Abraham 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.
Steven Ackman (CRD# 6465278) is an Investment Advisor Representative working at Edward Jones in River Ridge, LA and has over 8 years of experience in the finance industry.
Pierce Adams (CRD# 5987927) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Metairie, LA and has over 12 years of experience in the finance industry. Pierce Adams 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.
Pierre Adams (CRD# 2798030) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Metairie, LA and has over 26 years of experience in the finance industry.
Neal Adler (CRD# 4108756) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Metairie, LA and has 1 year of experience in the finance industry.
Becker Aleman (CRD# 4947870) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Metairie, LA and has over 17 years of experience in the finance industry.
Julie Alexander (CRD# 4412588) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in New Orleans, LA and has over 22 years of experience in the finance industry.