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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
Michael Bonfanti (CRD# 4815255) is an Investment Advisor Representative working at Bonfanti Investment Services, LLC in Prairieville, LA and has over 12 years of experience in the finance industry. Michael Bonfanti 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.
Nicole Palmer (CRD# 2255107) is an Investment Advisor Representative working at Palmer Wealth Management LLC in Prairieville, LA and has over 24 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.
Ray Trosclair (CRD# 3167612) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Prairieville, LA and has over 12 years of experience in the finance industry. Ray Trosclair 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.
Tricia Marchand (CRD# 4141915) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Prairieville, LA and has over 6 years of experience in the finance industry.
Racheal Meloche (CRD# 5466959) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Prairieville, LA and has over 10 years of experience in the finance industry.
Kristin Parrish (CRD# 4941455) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Prairieville, LA and has over 12 years of experience in the finance industry.
Anthony Burton (CRD# 6803730) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Prairieville, LA and has 1 year of experience in the finance industry.
Linda Melancon (CRD# 6683335) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Prairieville, LA and has 1 year of experience in the finance industry.
Wilbur Nabers (CRD# 6744922) is an Investment Advisor Representative working at Edward Jones in Prairieville, LA and has 1 year of experience in the finance industry.