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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
Tracy Clanton (CRD# 7032581) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Slidell, LA and has over 5 years of experience in the finance industry.
Christopher Clayton (CRD# 2847466) is an Investment Advisor Representative working at Cornerstone Advisory in Mandeville, LA and has over 20 years of experience in the finance industry.
Todd Cobena (CRD# 2338293) is an Investment Advisor Representative working at Eagle Strategies LLC in Diamondhead, MS and has over 30 years of experience in the finance industry.
Wilfred Cortez (CRD# 1426451) is an Investment Advisor Representative working at Spc in Slidell, LA and has over 28 years of experience in the finance industry.
Stephen Covell (CRD# 5350322) is an Investment Advisor Representative working at Covell Financial in Mandeville, LA and has over 16 years of experience in the finance industry.
Lauren Crosby (CRD# 5127607) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mandeville, LA and has over 16 years of experience in the finance industry.
John Curren (CRD# 3271815) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mandeville, LA and has over 24 years of experience in the finance industry. John Curren 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.
Peter Dahlstrom (CRD# 1661656) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Covington, LA and has over 32 years of experience in the finance industry. Peter Dahlstrom 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.
Richard Danielson (CRD# 4839525) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Mandeville, LA and has over 19 years of experience in the finance industry.
Jennifer Davillier-Mcgowan (CRD# 4298990) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mandeville, LA and has over 20 years of experience in the finance industry.