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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
Robert Morris (CRD# 2802759) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Baton Rouge, LA and has over 27 years of experience in the finance industry.
Joseph Muniz (CRD# 1905186) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Baton Rouge, LA and has over 25 years of experience in the finance industry.
Jonathan Murdock (CRD# 6361480) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Morgan City, LA and has over 9 years of experience in the finance industry.
Morgan Murdock (CRD# 5369222) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Morgan City, LA and has over 14 years of experience in the finance industry.
Wilbur Nabers (CRD# 6744922) is an Investment Advisor Representative working at Edward Jones in Baton Rouge, LA and has over 7 years of experience in the finance industry.
Martin Navarro (CRD# 3044410) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Baton Rouge, LA and has over 24 years of experience in the finance industry.
Martin Navarro (CRD# 5515578) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Baton Rouge, LA and has over 7 years of experience in the finance industry.
Anthony Nicolich Iv (CRD# 2188934) is an Investment Advisor Representative working at Veritas Wealth Advisors, LLC in Baton Rouge, LA and has over 32 years of experience in the finance industry.
Clifton Ourso (CRD# 3038654) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Donaldsonville, LA and has 1 year of experience in the finance industry.
Fred Palmer (CRD# 1755884) is an Investment Advisor Representative working at Palmer Wealth Management LLC in Prairieville, LA and has over 28 years of experience in the finance industry. Fred Palmer 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.