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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
Mitchell Bordelon (CRD# 5900154) is a Portfolio Manager for Crescent Sterling, Ltd. Before joining CSL, Mitchell worked as a Financial Advisor for four years with Hancock Investment Services.
William Bordelon (CRD# 5987467) is an Investment Advisor Representative working at Lpl Financial LLC in Thibodaux, LA and has over 11 years of experience in the finance industry.
Charla Bouchie (CRD# 2220574) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Metairie, LA and has over 32 years of experience in the finance industry. Charla Bouchie 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.
Bingham Boudreaux (CRD# 4663528) is an Investment Advisor Representative working at Prudential Financial Planning Services in Metairie, LA and has over 20 years of experience in the finance industry.
Wesley Bouler (CRD# 6699402) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 7 years of experience in the finance industry.
Clarice Bourgeois (CRD# 3262151) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mandeville, LA and has over 16 years of experience in the finance industry.
Paul Bourgeois (CRD# 6149480) is an Investment Advisor Representative working at Edward Jones in Harahan, LA and has over 11 years of experience in the finance industry.
Harriet Brackey (CRD# 5890540) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in New Orleans, LA and has over 12 years of experience in the finance industry. Harriet Brackey 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 Braly (CRD# 1303438) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Orleans, LA and has over 38 years of experience in the finance industry.
Lance Branch (CRD# 4070884) is an Investment Advisor Representative working at Lpl Financial LLC in Metairie, LA and has over 24 years of experience in the finance industry.