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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
Jim Bootsma (CRD# 2087134) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 33 years of experience in the finance industry.
Bryan Bordelon (CRD# 3175386) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Metairie, LA and has over 22 years of experience in the finance industry.
John Bordelon (CRD# 6915912) is an Investment Advisor Representative working at Second Line Capital, LLC in Metairie, LA and has over 5 years of experience in the finance industry.
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.
Charla Bouchie (CRD# 2220574) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Metairie, LA and has over 31 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.
Donald Bourgeois (CRD# 2769708) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Meraux, LA and has over 26 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.