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Distance Only Mandeville, LA
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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 Romig (CRD# 1628585) is an Investment Advisor Representative working at Lpl Financial LLC in Mandeville, LA and has over 35 years of experience in the finance industry.
Kenneth Ross (CRD# 1043565) is an Investment Advisor Representative working at Eagle Capital Management, LLC in Mandeville, LA and has over 33 years of experience in the finance industry.
Sherri Roy (CRD# 4363664) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mandeville, LA and has over 11 years of experience in the finance industry.
Edgar Rudolph (CRD# 2368283) is an Investment Advisor Representative working at Morgan Stanley in Mandeville, LA and has over 30 years of experience in the finance industry.
Wayne Schmidt (CRD# 1313631) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Mandeville, LA and has 1 year of experience in the finance industry.
Michael Sciortino (CRD# 5850997) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mandeville, LA and has over 13 years of experience in the finance industry.
Stewart Shields (CRD# 4802369) is an Investment Advisor Representative working at Lpl Financial LLC in Mandeville, LA and has over 13 years of experience in the finance industry.
David Simpson (CRD# 3062932) is an Investment Advisor Representative working at The Fiscal Fitness Company, Inc. in Mandeville, LA and has over 25 years of experience in the finance industry.
Rachel Simpson (CRD# 3079209) is an Investment Advisor Representative working at The Fiscal Fitness Company, Inc. in Mandeville, LA and has 1 year of experience in the finance industry.
Lawrence Spinosa (CRD# 1453282) is an Investment Advisor Representative working at Spinosa Wealth Management Group in Mandeville, LA and has over 29 years of experience in the finance industry. Lawrence Spinosa 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.