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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
James Rider (CRD# 4758500) is an Investment Advisor Representative working at Graham, Bordelon, Golson & Gilbert, Inc. in Monroe, LA and has over 19 years of experience in the finance industry.
W Adams Rodgers (CRD# 4431985) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monroe, LA and has over 22 years of experience in the finance industry.
James Smith (CRD# 3120584) is an Investment Advisor Representative working at Cwm, LLC in Monroe, LA and has over 16 years of experience in the finance industry.
Jordan Smith (CRD# 6423728) is an Investment Advisor Representative working at Money Concepts Advisory Service in Monroe, LA and has over 7 years of experience in the finance industry.
Jeffrey Sunsin (CRD# 2771342) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monroe, LA and has over 27 years of experience in the finance industry.
William Swander (CRD# 4691152) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monroe, LA and has over 20 years of experience in the finance industry.
Jason Tiser (CRD# 4749618) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Monroe, LA and has over 14 years of experience in the finance industry.
Ashley Tonore (CRD# 6771176) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monroe, LA and has over 6 years of experience in the finance industry.
Nicholas Trappey (CRD# 5538539) is an Investment Advisor Representative working at Pelican Wealth Management in Monroe, LA and has over 15 years of experience in the finance industry. Nicholas Trappey 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.
Lorenzo Treadway (CRD# 6078291) is an Investment Advisor Representative working at Pelican Wealth Management in Monroe, LA and has over 10 years of experience in the finance industry.