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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
Lori Martin (CRD# 3103668) is an Investment Advisor Representative working at Lincoln Investment in Lutcher, LA and has over 7 years of experience in the finance industry.
Richard Martin (CRD# 2944168) is an Investment Advisor Representative working at Avantax Advisory Services in Houma, LA and has over 22 years of experience in the finance industry.
Robert Masson (CRD# 4006396) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in La Place, LA and has over 24 years of experience in the finance industry.
Ruston Matherne (CRD# 6833323) is an Investment Advisor Representative working at Lincoln Investment in Lutcher, LA and has over 6 years of experience in the finance industry.
Felix McElroy (CRD# 1012514) is an Investment Advisor Representative working at Lpl Financial LLC in Houma, LA and has over 38 years of experience in the finance industry.
Thomas Meyer (CRD# 3007926) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Thibodaux, LA and has over 22 years of experience in the finance industry. Thomas Meyer 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.
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.
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.
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.