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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
Pamela Malara (CRD# 2608893) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in St Francisville, LA and has over 25 years of experience in the finance industry.
Dean Martin (CRD# 4557155) is an Investment Advisor Representative working at Edward Jones in New Roads, LA and has over 21 years of experience in the finance industry. Dean Martin 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.
Nikolas McWhirter (CRD# 6116104) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenwell Springs, LA and has over 11 years of experience in the finance industry.
Lance Moulin (CRD# 4681303) is an Investment Advisor Representative working at Edward Jones in Baton Rouge, LA and has over 20 years of experience in the finance industry.
Daniel Newman (CRD# 5377767) is an Investment Advisor Representative working at Edward Jones in Baton Rouge, LA and has over 16 years of experience in the finance industry.
Lawrence Paddock (CRD# 4361371) is an Investment Advisor Representative working at Thompson Creek Wealth Advisors in Saint Francisville, LA and has over 23 years of experience in the finance industry.
Rachel Partin (CRD# 6166611) is an Investment Advisor Representative working at Mml Investors Services, LLC in Zachary, LA and has over 7 years of experience in the finance industry.
David Patton (CRD# 3138280) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Saint Francisville, LA and has 1 year of experience in the finance industry.
Michael Patton (CRD# 1905656) is an Investment Advisor Representative working at Integrity Wealth Management, Inc. in Greenwell Springs, LA and has over 28 years of experience in the finance industry. Michael Patton 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.
Gertrude Piper (CRD# 4566557) is an Investment Advisor Representative working at Advisory Services Network in Saint Francisville, LA and has over 22 years of experience in the finance industry. Gertrude Piper 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.