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Distance Only Prairieville, LA
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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
Michael Bonfanti (CRD# 4815255) is an Investment Advisor Representative working at Bonfanti Investment Services, LLC in Prairieville, LA and has over 18 years of experience in the finance industry. Michael Bonfanti 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.
Donald Brooks (CRD# 5625321) is an Investment Advisor Representative working at Edward Jones in Prairieville, LA and has over 15 years of experience in the finance industry.
Nicole Broussard (CRD# 5715301) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Prairieville, LA and has over 9 years of experience in the finance industry.
Anthony Burton (CRD# 6803730) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Prairieville, LA and has over 6 years of experience in the finance industry.
David Commander (CRD# 6175542) is an Investment Advisor Representative working at Edward Jones in Prairieville, LA and has over 11 years of experience in the finance industry. David Commander 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.
Matthew Johnson (CRD# 6388072) is an Investment Advisor Representative working at Lpl Financial LLC in Prairieville, LA and has over 8 years of experience in the finance industry. Matthew Johnson 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.
Kristin Leblanc (CRD# 4941455) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Prairieville, LA and has over 18 years of experience in the finance industry.
Tricia Marchand (CRD# 4141915) is an Investment Advisor Representative working at Avantax Advisory Services in Prairieville, LA and has over 13 years of experience in the finance industry.
Fred Palmer (CRD# 1755884) is an Investment Advisor Representative working at Palmer Wealth Management LLC in Prairieville, LA and has over 28 years of experience in the finance industry. Fred Palmer 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.
Nicole Palmer (CRD# 2255107) is an Investment Advisor Representative working at Palmer Wealth Management LLC in Prairieville, LA and has over 30 years of experience in the finance industry. Nicole Palmer 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.