-
Distance Only New Iberia, LA
-
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
Jeremy Dubose (CRD# 6698106) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Iberia, LA and has over 7 years of experience in the finance industry.
Mark Duck (CRD# 1401983) is an Investment Advisor Representative working at Eagle Strategies LLC in New Iberia, LA and has over 35 years of experience in the finance industry.
Thomas Evans (CRD# 1056602) is an Investment Advisor Representative working at Newedge Advisors in New Iberia, LA and has over 9 years of experience in the finance industry.
Barbara Feldman (CRD# 4042167) is an Investment Advisor Representative working at Avantax Advisory Services in New Iberia, LA and has over 24 years of experience in the finance industry.
Gregory Inzerella (CRD# 4046369) is an Investment Advisor Representative working at Avantax Advisory Services in New Iberia, LA and has over 24 years of experience in the finance industry.
Michelle Keenan (CRD# 6478257) is an Investment Advisor Representative working at Avantax Advisory Services in New Iberia, LA and has over 8 years of experience in the finance industry.
Philip Mayeux (CRD# 3251360) is an Investment Advisor Representative working at Lpl Financial LLC in New Iberia, LA and has over 24 years of experience in the finance industry.
Arthur Mixon (CRD# 5968583) is an Investment Advisor Representative working at Avantax Advisory Services in New Iberia, LA and has over 10 years of experience in the finance industry.
Aaron Ogea (CRD# 4534199) is an Investment Advisor Representative working at Edward Jones in New Iberia, LA and has over 21 years of experience in the finance industry. Aaron Ogea 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.
Joseph Regard (CRD# 721667) is an Investment Advisor Representative working at Lpl Financial LLC in New Iberia, LA and has over 40 years of experience in the finance industry.