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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
Clarence Elliott (CRD# 6598805) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 8 years of experience in the finance industry. Clarence Elliott 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.
Jon Emerson (CRD# 4031969) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in New Orleans, LA and has over 24 years of experience in the finance industry.
Carl Ermelbauer (CRD# 6674215) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 7 years of experience in the finance industry. Carl Ermelbauer 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.
Jamin Estep (CRD# 4912820) is an Investment Advisor Representative working at Estep Capital Management in New Orleans, LA and has over 19 years of experience in the finance industry.
Curtis D. Eustis, Senior Vice President - Wealth Management
Richard Evans (CRD# 1643552) is an Investment Advisor Representative working at Tlg Advisors, Inc. in New Orleans, LA and has over 37 years of experience in the finance industry.
Megan Evans Fontenot (CRD# 5749521) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 14 years of experience in the finance industry. Megan Evans Fontenot 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.
Ann Ewin (CRD# 704034) is an Investment Advisor Representative working at Lpl Financial LLC in Metairie, LA and has over 41 years of experience in the finance industry. Ann Ewin 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.
Dabney Ewin (CRD# 725349) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Metairie, LA and has 1 year of experience in the finance industry.
John Fahrmann (CRD# 1362320) is an Investment Advisor Representative working at Eagle Strategies LLC in New Orleans, LA and has over 33 years of experience in the finance industry.