-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jennifer Barrett (CRD# 6895383) is an Investment Advisor Representative working at Edward Jones in Baton Rouge, LA and has over 6 years of experience in the finance industry.
Kellie Bass (CRD# 5082516) is an Investment Advisor Representative working at Eagle Strategies LLC in Baton Rouge, LA and has over 17 years of experience in the finance industry.
James co-founded Capital South Wealth Management to address the needs of underserved families and individuals. James and the Capital South team work with clients to plan for wealth transfers whether by death, divorce or windfall. This process requires diligence and care to examine every aspect from asset protection, behavioral counseling, income planning, insurance, budgeting, estate planning and investments.
James is an alum of the E.J. Ourso College of Business at Louisiana State University, where he graduated with both a Bachelor of Science in Finance and a Master of Science in Finance with...
Meaghan Beadle (CRD# 5588468) is an Investment Advisor Representative working at Commonwealth Financial Network in Baton Rouge, LA and has over 9 years of experience in the finance industry. Meaghan Beadle 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.
Brandon Becnel (CRD# 3166148) is an Investment Advisor Representative working at Edward Jones in Baton Rouge, LA and has over 25 years of experience in the finance industry.
Mary Bellanger (CRD# 2825788) is an Investment Advisor Representative working at Primerica Advisors in Baton Rouge, LA and has over 27 years of experience in the finance industry.
Carl Benedict (CRD# 1178319) is an Investment Advisor Representative working at Benedict Financial Planning in Baton Rouge, LA and has over 36 years of experience in the finance industry. Carl Benedict 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.
Brian Bennett (CRD# 3263666) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Baton Rouge, LA and has over 23 years of experience in the finance industry.
Shane Bennett (CRD# 5089273) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Baton Rouge, LA and has over 7 years of experience in the finance industry.
Floyd Bernard (CRD# 823407) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Baton Rouge, LA and has over 17 years of experience in the finance industry.