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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
Christopher Breaux (CRD# 5988333) is an Investment Advisor Representative working at Edward Jones in Marrero, LA and has over 10 years of experience in the finance industry.
Tina Dandry-Mayes (CRD# 1479643) is an Investment Advisor Representative working at Eagle Strategies LLC in Marrero, LA and has over 34 years of experience in the finance industry.
Raymond Davis (CRD# 2252165) is an Investment Advisor Representative working at Stability Financial, LLC in Marrero, LA and has over 29 years of experience in the finance industry. Raymond Davis 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.
James Hines (CRD# 4575602) is an Investment Advisor Representative working at Edward Jones in Marrero, LA and has over 19 years of experience in the finance industry.
Matthew Martin (CRD# 7483796) is an Investment Advisor Representative working at Martin Claude, Matthew in Marrero, LA and has 1 year of experience in the finance industry.
Victoria Stipelcovich (CRD# 7408012) is an Investment Advisor Representative working at Edward Jones in Marrero, LA and has 1 year of experience in the finance industry.
Frank Toro (CRD# 7430953) is an Investment Advisor Representative working at Edward Jones in Marrero, LA and has 1 year of experience in the finance industry.
Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products. Our new-client minimum is $1 million.
We are financial advisors guiding...
Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products. Our new-client minimum is $1 million.
We are financial advisors guiding...
Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products. Our new-client minimum is $1 million.
We are financial advisors guiding...