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Distance Only Monroe, 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
Mark McNeely (CRD# 4612644) is an Investment Advisor Representative working at Lpl Financial LLC in Monroe, LA and has over 21 years of experience in the finance industry. Mark McNeely 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.
Edward Miller (CRD# 6405632) is an Investment Advisor Representative working at Lpl Financial LLC in Monroe, LA and has over 8 years of experience in the finance industry.
Matthew Nelson (CRD# 6081262) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monroe, LA and has over 9 years of experience in the finance industry.
Darren Oglesby (CRD# 2480135) is an Investment Advisor Representative working at Money Concepts Advisory Service in Monroe, LA and has over 29 years of experience in the finance industry.
Lena Ormond (CRD# 6700395) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Monroe, LA and has over 7 years of experience in the finance industry.
James Orten (CRD# 2613825) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monroe, LA and has over 28 years of experience in the finance industry.
Robert Prestridge (CRD# 2800239) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monroe, LA and has over 27 years of experience in the finance industry.
Charles Ray (CRD# 1836197) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Monroe, LA and has over 35 years of experience in the finance industry.
Gregory Richards (CRD# 5973470) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Monroe, LA and has over 8 years of experience in the finance industry.
James Rider (CRD# 4758500) is an Investment Advisor Representative working at Graham, Bordelon, Golson & Gilbert, Inc. in Monroe, LA and has over 19 years of experience in the finance industry.