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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
Matthew Doucet (CRD# 5905747) is an Investment Advisor Representative working at Morgan Stanley in Lafayette, LA and has over 12 years of experience in the finance industry.
Jeremy Dubose (CRD# 6698106) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Iberia, LA and has over 7 years of experience in the finance industry.
Katelyn Dubuc (CRD# 6271197) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has over 7 years of experience in the finance industry.
Charles Duchamp (CRD# 4609290) is an Investment Advisor Representative working at Apex Capital Management, LLC in Youngsville, LA and has over 22 years of experience in the finance industry.
Mark Duck (CRD# 1401983) is an Investment Advisor Representative working at Eagle Strategies LLC in New Iberia, LA and has over 35 years of experience in the finance industry.
Jason Duhon (CRD# 6539446) is an Investment Advisor Representative working at Edward Jones in Maurice, LA and has over 8 years of experience in the finance industry.
David Duplantis (CRD# 5542406) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lafayette, LA and has over 15 years of experience in the finance industry. David Duplantis 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.
James Dupuis (CRD# 731418) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, LA and has over 17 years of experience in the finance industry.
David Eddy (CRD# 4216994) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lafayette, LA and has over 23 years of experience in the finance industry.
Robert Eddy (CRD# 1196531) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lafayette, LA and has over 36 years of experience in the finance industry.