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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
Aaron Ogea (CRD# 4534199) is an Investment Advisor Representative working at Edward Jones in New Iberia, LA and has over 21 years of experience in the finance industry. Aaron Ogea 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 Oliver (CRD# 1338335) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lafayette, LA and has over 38 years of experience in the finance industry.
Phillip Ortego (CRD# 6488422) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lafayette, LA and has over 7 years of experience in the finance industry.
Jay Owen (CRD# 2703874) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lafayette, LA and has over 28 years of experience in the finance industry.
Donald Paul (CRD# 4140216) is an Investment Advisor Representative working at Edward Jones in Lafayette, LA and has over 24 years of experience in the finance industry.
Joshua Perello (CRD# 6025922) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Breaux Bridge, LA and has over 12 years of experience in the finance industry.
Michael Pharr (CRD# 2510335) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 29 years of experience in the finance industry. Michael Pharr 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.
Jeffery Picard (CRD# 2320698) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lafayette, LA and has over 30 years of experience in the finance industry.
Paula Prejean (CRD# 6895727) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lafayette, LA and has over 5 years of experience in the finance industry.
Shawna Prejean (CRD# 4473226) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lafayette, LA and has over 17 years of experience in the finance industry.