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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
Wesley Roan (CRD# 5241533) is an Investment Advisor Representative working at Lpl Financial LLC in Shreveport, LA and has over 7 years of experience in the finance industry.
David Romero (CRD# 1744370) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Shreveport, LA and has over 36 years of experience in the finance industry.
Barbara Sepulvado (CRD# 3124743) is an Investment Advisor Representative working at Mml Investors Services, LLC in Noble, LA and has over 21 years of experience in the finance industry.
Christopher Steinsholt (CRD# 6315907) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Shreveport, LA and has over 9 years of experience in the finance industry.
Jared Stevenson (CRD# 6798080) is an Investment Advisor Representative working at Edward Jones in Shreveport, LA and has over 6 years of experience in the finance industry.
William Street (CRD# 6415728) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Shreveport, LA and has over 9 years of experience in the finance industry.
Janice Watt (CRD# 4576058) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Shreveport, LA and has over 21 years of experience in the finance industry.
Sara Whetstone (CRD# 6501177) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Shreveport, LA and has over 7 years of experience in the finance industry.
Wendell Whetstone (CRD# 5078989) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Shreveport, LA and has over 18 years of experience in the finance industry. Wendell Whetstone 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.
Benjamin Williams (CRD# 5983131) is an Investment Advisor Representative working at Edward Jones in Shreveport, LA and has over 12 years of experience in the finance industry.