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Distance Only Metairie, LA
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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
Shelby Cressend (CRD# 7770525) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Metairie, LA and has 1 year of experience in the finance industry.
Brian Currie (CRD# 7170435) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Metairie, LA and has over 4 years of experience in the finance industry.
Megan Davenport (CRD# 6803316) is an Investment Advisor Representative working at Eagle Strategies LLC in Metairie, LA and has over 4 years of experience in the finance industry.
John Dawes (CRD# 6824322) is an Investment Advisor Representative working at Mml Investors Services, LLC in Metairie, LA and has over 4 years of experience in the finance industry.
Chad Dean (CRD# 7230114) is an Investment Advisor Representative working at Prudential Financial Planning Services in Metairie, LA and has over 3 years of experience in the finance industry.
Kyle Delaune (CRD# 6650560) is an Investment Advisor Representative working at Edward Jones in Metairie, LA and has over 4 years of experience in the finance industry.
William Duncan (CRD# 7492341) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Metairie, LA and has 1 year of experience in the finance industry.
Jason Duplantis (CRD# 5533926) is an Investment Advisor Representative working at Second Line Capital, LLC in Metairie, LA and has over 16 years of experience in the finance industry.
Connor Duplessis (CRD# 7508255) is an Investment Advisor Representative working at Second Line Capital, LLC in Metairie, LA and has over 2 years of experience in the finance industry. Connor Duplessis 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.
Jennifer Esler (CRD# 3155264) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Metairie, LA and has 1 year of experience in the finance industry.