-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Stephen Dufrene (CRD# 4783845) is an Investment Advisor Representative working at Lpl Financial LLC in Houma, LA and has over 18 years of experience in the finance industry.
Patrick Dugan (CRD# 5583959) is an Investment Advisor Representative working at Hightower Advisors, LLC in New Orleans, LA and has over 15 years of experience in the finance industry.
Nicole Dunbar (CRD# 7030463) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, LA and has over 5 years of experience in the finance industry.
Matthew Duplechain (CRD# 5847592) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 13 years of experience in the finance industry.
John Dupont (CRD# 2584626) is an Investment Advisor Representative working at Lpl Financial LLC in Houma, LA and has over 26 years of experience in the finance industry.
Margaret Duquesnay (CRD# 4823176) is an Investment Advisor Representative working at Ritholtz Wealth Management in New Orleans, LA and has over 19 years of experience in the finance industry. Margaret Duquesnay 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.
Lee Eagan (CRD# 6233912) is an Investment Advisor Representative working at Waters, Parkerson & Company, LLC in New Orleans, LA and has over 10 years of experience in the finance industry. Lee Eagan 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.
Travis Eden (CRD# 7006680) is an Investment Advisor Representative working at Edward Jones in Gretna, LA and has over 5 years of experience in the finance industry.
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.