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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
Brandon Smith (CRD# 7622086) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Metairie, LA and has 1 year of experience in the finance industry.
James Snyder (CRD# 3269433) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Metairie, LA and has over 24 years of experience in the finance industry.
Matthew St. Martin (CRD# 7897767) is an Investment Advisor Representative working at Second Line Capital, LLC in Metairie, LA and has 1 year of experience in the finance industry.
Trevor Thompson (CRD# 6075106) is an Investment Advisor Representative working at Crescent Sterling Ltd. in Metairie, LA and has 1 year of experience in the finance industry.
Garrett Ulmer (CRD# 6686461) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 5 years of experience in the finance industry. Garrett Ulmer 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.
Megan Ulmer (CRD# 6708815) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has 1 year of experience in the finance industry.
Nora Vaden Holmes (CRD# 4368281) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Metairie, LA and has over 2 years of experience in the finance industry.
Christian Vardaman (CRD# 6525270) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Metairie, LA and has over 5 years of experience in the finance industry.
Rose Verdin (CRD# 4238297) is an Investment Advisor Representative working at Primerica Advisors in Metairie, LA and has 1 year of experience in the finance industry.
Todd Villarrubia (CRD# 7610253) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Metairie, LA and has 1 year of experience in the finance industry.