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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
Lee Palmer (CRD# 2997350) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Baton Rouge, LA and has over 23 years of experience in the finance industry.
Nicole Palmer (CRD# 2255107) is an Investment Advisor Representative working at Palmer Wealth Management LLC in Prairieville, LA and has over 30 years of experience in the finance industry. Nicole 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.
Michael Patterson (CRD# 4606356) is an Investment Advisor Representative working at Lpl Financial LLC in Gonzales, LA and has over 21 years of experience in the finance industry. Michael Patterson 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.
Chelsy Pellegrin (CRD# 6569273) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Houma, LA and has over 5 years of experience in the finance industry.
Mitchel Pertuit (CRD# 6429027) is an Investment Advisor Representative working at Avantax Advisory Services in Thibodaux, LA and has over 9 years of experience in the finance industry.
Leo Pitre (CRD# 3199591) is an Investment Advisor Representative working at Lpl Financial LLC in Thibodaux, LA and has over 24 years of experience in the finance industry. Leo Pitre 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.
David Ponson (CRD# 5063565) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Thibodaux, LA and has over 14 years of experience in the finance industry.
Christopher Reeves (CRD# 6185033) is an Investment Advisor Representative working at Edward Jones in Plaquemine, LA and has over 10 years of experience in the finance industry.
Douglas Robichaux (CRD# 4543983) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Thibodaux, LA and has 1 year of experience in the finance industry.
Kyle Robichaux (CRD# 5100551) is an Investment Advisor Representative working at Edward Jones in Plaquemine, LA and has over 18 years of experience in the finance industry.