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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
Francis McNamara (CRD# 3053083) is an Investment Advisor Representative working at Lpl Financial LLC in Sulphur, LA and has over 23 years of experience in the finance industry.
James Meche (CRD# 5040274) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sulphur, LA and has over 17 years of experience in the finance industry.
Robert Mendelson (CRD# 807075) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Charles, LA and has over 40 years of experience in the finance industry. Robert Mendelson 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.
Anne Miller (CRD# 6218311) is an Investment Advisor Representative working at Edward Jones in Lake Charles, LA and has over 10 years of experience in the finance industry.
James Mulvey (CRD# 5535189) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Charles, LA and has over 14 years of experience in the finance industry.
W. Mulvey (CRD# 1297295) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Charles, LA and has over 39 years of experience in the finance industry.
Stephens O'pry (CRD# 4576057) is an Investment Advisor Representative working at Edward Jones in Lake Charles, LA and has over 21 years of experience in the finance industry.
Philip O'quin (CRD# 4630244) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Charles, LA and has over 11 years of experience in the finance industry.
Patricia Philmon (CRD# 5532714) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Charles, LA and has over 15 years of experience in the finance industry.
Brooke Pleasant (CRD# 6084816) is an Investment Advisor Representative working at Edward Jones in Sulphur, LA and has over 11 years of experience in the finance industry.