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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
Sidney Dufresne (CRD# 2471091) is an Investment Advisor Representative working at Regal Investment Advisors LLC in River Ridge, LA and has over 24 years of experience in the finance industry.
Steven Dugal (CRD# 2128963) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Metairie, LA and has over 33 years of experience in the finance industry.
Patrick Dugan (CRD# 5583959) is an Investment Advisor Representative working at Hightower Advisors, LLC in New Orleans, LA and has over 15 years of experience in the finance industry.
Christine Dugas (CRD# 2459567) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Orleans, LA and has over 12 years of experience in the finance industry.
Robert Dugas (CRD# 4309854) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Metairie, LA and has over 23 years of experience in the finance industry.
Nicole Dunbar (CRD# 7030463) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, LA and has over 5 years of experience in the finance industry.
William Duncan (CRD# 2651435) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Metairie, LA and has over 23 years of experience in the finance industry.
Matthew Duplechain (CRD# 5847592) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 13 years of experience in the finance industry.
Kristinia Dupuy (CRD# 5234039) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Metairie, LA and has over 14 years of experience in the finance industry.
Margaret Duquesnay (CRD# 4823176) is an Investment Advisor Representative working at Ritholtz Wealth Management in New Orleans, LA and has over 19 years of experience in the finance industry. Margaret Duquesnay 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.