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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
Paul Avegno (CRD# 4898715) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mandeville, LA and has over 18 years of experience in the finance industry. Paul Avegno 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.
Ollie Bailey (CRD# 5853693) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pass Christian, MS and has over 13 years of experience in the finance industry.
Tricia Barrera (CRD# 5359571) is an Investment Advisor Representative working at Edward Jones in Slidell, LA and has over 7 years of experience in the finance industry.
Margaret Benjamin (CRD# 4179011) is an Investment Advisor Representative working at Lpl Financial LLC in Mandeville, LA and has over 18 years of experience in the finance industry.
Daniel Boudreaux (CRD# 4120837) is an Investment Advisor Representative working at Edward Jones in Slidell, LA and has over 23 years of experience in the finance industry. Daniel Boudreaux 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.
Clarice Bourgeois (CRD# 3262151) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mandeville, LA and has over 16 years of experience in the finance industry.
Michael Branighan (CRD# 4644827) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mandeville, LA and has over 20 years of experience in the finance industry.
Bailey Braswell (CRD# 6518813) is an Investment Advisor Representative working at Edward Jones in Diamondhead, MS and has over 8 years of experience in the finance industry.
Thomas Brennan (CRD# 1819409) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mandeville, LA and has over 35 years of experience in the finance industry.
Davis Brister (CRD# 5463665) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mandeville, LA and has over 16 years of experience in the finance industry.