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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
Lauren Crosby (CRD# 5127607) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mandeville, LA and has over 17 years of experience in the finance industry.
John Curren (CRD# 3271815) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mandeville, LA and has over 24 years of experience in the finance industry. John Curren 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.
Peter Dahlstrom (CRD# 1661656) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Covington, LA and has over 32 years of experience in the finance industry. Peter Dahlstrom 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.
Brett Dalessandro (CRD# 5662945) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Covington, LA and has over 12 years of experience in the finance industry.
Richard Danielson (CRD# 4839525) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Mandeville, LA and has over 19 years of experience in the finance industry.
Jennifer Davillier-Mcgowan (CRD# 4298990) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, LA and has over 20 years of experience in the finance industry.
Henry Deharde (CRD# 4735640) is an Investment Advisor Representative working at Primerica Advisors in Mandeville, LA and has over 16 years of experience in the finance industry.
Philbert Demarie (CRD# 1786940) is an Investment Advisor Representative working at Eagle Strategies LLC in Mandeville, LA and has over 31 years of experience in the finance industry.
Carl Drury (CRD# 6063550) is an Investment Advisor Representative working at Paradiem, LLC in Covington, LA and has over 11 years of experience in the finance industry.
Alexis Ducorbier (CRD# 4633742) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hammond, LA and has 1 year of experience in the finance industry.