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Distance Only Covington, 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
Gregory Shelton (CRD# 5532531) is an Investment Advisor Representative working at Eagle Strategies LLC in Covington, LA and has over 15 years of experience in the finance industry.
Chad Simon (CRD# 6761352) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 7 years of experience in the finance industry.
Christopher Smith (CRD# 6521592) is an Investment Advisor Representative working at Smith Securities LLC in Covington, LA and has over 8 years of experience in the finance industry. Christopher Smith 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.
Robert Smith (CRD# 6063600) is an Investment Advisor Representative working at Edward Jones in Covington, LA and has over 11 years of experience in the finance industry.
Paul Snow (CRD# 2963153) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 26 years of experience in the finance industry.
Debra Stuart (CRD# 5353811) is an Investment Advisor Representative working at Edward Jones in Covington, LA and has over 16 years of experience in the finance industry.
Sandra Tackett (CRD# 5477280) is an Investment Advisor Representative working at Paradiem, LLC in Covington, LA and has over 13 years of experience in the finance industry.
Daniel Texada (CRD# 5549462) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Covington, LA and has over 8 years of experience in the finance industry.
James Thibaut (CRD# 6778596) is an Investment Advisor Representative working at Mml Investors Services, LLC in Covington, LA and has over 6 years of experience in the finance industry.
Christopher Troiani (CRD# 5585543) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Covington, LA and has over 15 years of experience in the finance industry.