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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
Clarence Elliott (CRD# 6598805) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 8 years of experience in the finance industry. Clarence Elliott 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.
Carl Ermelbauer (CRD# 6674215) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 7 years of experience in the finance industry. Carl Ermelbauer 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.
Curtis D. Eustis, Senior Vice President - Wealth Management
Megan Evans Fontenot (CRD# 5749521) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 13 years of experience in the finance industry. Megan Evans Fontenot 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.
Clifford Favrot (CRD# 4570732) is an Investment Advisor Representative working at Dumaine Investments LLC in New Orleans, LA and has 1 year of experience in the finance industry. Clifford Favrot 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.
Lindsey Ferguson (CRD# 1997373) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 34 years of experience in the finance industry.
Julie Fernandez (CRD# 3234799) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, LA and has over 23 years of experience in the finance industry.
Kimberly Fink (CRD# 4477093) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 22 years of experience in the finance industry. Kimberly Fink 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.
Robert Folse (CRD# 4476810) is an Investment Advisor Representative working at Lpl Financial LLC in Belle Chasse, LA and has over 22 years of experience in the finance industry.
Sharon Fontcuberta (CRD# 3197753) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Gretna, LA and has over 18 years of experience in the finance industry.