| Merrill Lynch Financial Advisor Scott D Hardie |
601 Poydras St Suite 2500, New Orleans, LA 70130 |
|
50458xxxx2 |
bri************@b***.com |
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| Edward Jones - Financial Advisor: John G Finney IV, CFP®|ChFC®|CEPA® |
6255 Marshal Foch Suite 101, New Orleans, LA 70124 |
|
50435xxxx0 |
a.j*********@e**********.com |
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49 |
2 |
49 |
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| Bernstein Management, LLC |
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50435xxxx7 |
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4.8 |
11 |
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| Ben Gegenheimer - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx9 |
ben************@a***.com |
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| Edward Jones - Financial Advisor: John H Wachter, ChFC® |
2633 Napoleon Ave # 915, New Orleans, LA 70115 |
|
50478xxxx2 |
a.j*********@e**********.com |
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187 |
2 |
188 |
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| Deane Retirement Strategies, Inc |
1100 Poydras St Suite 2065, New Orleans, LA 70163 |
|
50458xxxx5 |
cli**********@d**********.com |
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| Alexander Failla - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx1 |
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| Kyle Carpenter - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx0 |
acm***********@m************.com |
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| Jason Conway - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx5 |
acm***********@m************.com |
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| FreeGulliver LLC |
5500 Laurel St, New Orleans, LA 70115 |
|
50489xxxx0 |
aki****@f***********.com |
5 |
2 |
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| Octave Francis III - Raymond James |
909 Poydras St Ste 1300, New Orleans, LA 70112 |
|
50452xxxx6 |
aar************@r***********.com |
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17482 |
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18000 |
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| Charles Schwab |
3417 Veterans Memorial Blvd, Metairie, LA 70002 |
|
80079xxxx3 |
app*******************@s*****.com |
3.1 |
15 |
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| Mark H. Heller, CLU, CFP, CAP - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50459xxxx4 |
ale*******@u**.com |
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| Merrill Lynch Private Wealth Advisor Marcus V. Courtney II |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx7 |
ale*********@m*.com |
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| Physicians Resources Group |
610 City Park Ave, New Orleans, LA 70119 |
|
50448xxxx0 |
|
3.3 |
3 |
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| ADG Wealth Management |
433 Metairie Rd STE 500, Metairie, LA 70005 |
|
50426xxxx0 |
ecr*****@a********.com |
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| Plum Street Advisors LLC |
1133 Lowerline St, New Orleans, LA 70118 |
|
80098xxxx5 |
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| J.P. Morgan Private Bank |
201 St Charles Ave 28th Floor, New Orleans, LA 70170 |
|
50462xxxx3 |
acc******************@j*******.com |
5 |
2 |
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90157 |
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115000 |
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| Dorsey & Company Inc. |
2121 Airline Dr suite 160, Metairie, LA 70001 |
|
50452xxxx1 |
dor*****@d*******.com |
5 |
1 |
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| The Parent/Jones Team - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx4 |
ade***********@m************.com |
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| Metairie Wealth Advisors - Raymond James |
1 Galleria Blvd #735, Metairie, LA 70001 |
|
50483xxxx3 |
aar************@r***********.com |
5 |
1 |
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17482 |
|
18000 |
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| Merrill Lynch Financial Advisor Evan J Gomes |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx8 |
ale*********@m*.com |
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| John C. Ellis - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx9 |
acm***********@m************.com |
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| deMAURIAC Financial Consulting & Wealth Management - MARIGNY deMAURIAC CFP , ABFP , AAMS |
401 St Joseph St #2A, New Orleans, LA 70130 |
|
50435xxxx3 |
dxx*****@d********.com |
5 |
3 |
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444 |
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493 |
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| Deliberate Finances, LLC |
3014 Dauphine St unit s, New Orleans, LA 70117 |
|
50426xxxx5 |
c18*****************************@s*****.wixpress |
5 |
16 |
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| First Security Financial Wealth Manager, Inc. |
3501 N Causeway Blvd Suite 101, Metairie, LA 70002 |
|
50483xxxx0 |
dav*********@f*********************.org |
5 |
2 |
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5 |
6 |
88 |
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91 |
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| Watzke Financial |
214 N Genois St, New Orleans, LA 70119 |
|
50421xxxx7 |
den*****@w**************.com |
5 |
1 |
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813 |
|
875 |
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| Christopher Montgomery - Raymond James |
909 Poydras St Ste 1300, New Orleans, LA 70112 |
|
50452xxxx6 |
a.-************@r***********.com |
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17482 |
|
18000 |
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| Hubbell Strickland Wealth Management |
1100 Poydras St #1150, New Orleans, LA 70163 |
|
50483xxxx1 |
inf*@h****************.com |
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| The Iberville Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx0 |
acm***********@m************.com |
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| Besselman Wealth Planners |
754 Papworth Ave, Metairie, LA 70005 |
|
50483xxxx6 |
jst*****@b**********.com |
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| Goss Wealth Management |
858 Camp St, New Orleans, LA 70130 |
|
50460xxxx4 |
geo***@g*****.com |
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118 |
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| David L Tuebner - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50456xxxx1 |
acm***********@m************.com |
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| Capital Investment Management, Inc. |
201 St Charles Ave, New Orleans, LA 70170 |
|
50455xxxx0 |
cat******@c*********.com |
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| J Allen Hebert - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx2 |
all*********@a***.com |
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35 |
|
35 |
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| David Cancienne, CRPC - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50458xxxx5 |
ale*******@u**.com |
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| Edward Jones - Financial Advisor: Chelon M Abrahms |
6100 Hamburg St Suite C, New Orleans, LA 70122 |
|
50428xxxx6 |
a.j*********@e**********.com |
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|
87475 |
|
100000 |
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| Thurmond Wealth Management Group - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50459xxxx3 |
ade********@u**.com |
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| Jacobs Wealth Management Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx3 |
acm***********@m************.com |
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| Merrill Lynch Private Wealth Advisor Travis Bonifacic |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx9 |
ale*********@m*.com |
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| Orleans Capitol Management |
701 Poydras St # 4750, New Orleans, LA 70139 |
|
50459xxxx0 |
ebe****@o*************.com |
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| TOUPS Wealth Management |
639 Loyola Ave #2100, New Orleans, LA 70113 |
|
98530xxxx9 |
ste***@t******.com |
5 |
2 |
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| The Kennedy Moran Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx0 |
acm***********@m************.com |
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| Hamilton Martin - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx7 |
acm***********@m************.com |
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| Thirty-Ninety Advisors - Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50456xxxx8 |
dns*****@a***.com |
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| Michael R Nichols - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx0 |
int**********@m************.com |
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| Agess Wealth of Raymond James |
909 Poydras St Ste 1300, New Orleans, LA 70112 |
|
50452xxxx6 |
3d@r***********.com |
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|
17482 |
|
18000 |
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| Albert "Chip" Carpenter - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx9 |
acm***********@m************.com |
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| Merrill Lynch Wealth Management Advisor Michael Davis |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx2 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Brian J Kirn |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx0 |
ale*********@m*.com |
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| Fortier Financial |
5937 Catina St, New Orleans, LA 70124 |
|
50437xxxx0 |
bra*********@l**.com |
|
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|
231 |
2 |
223 |
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| Merrill Lynch Financial Advisor Lubin E. Mire Jr. |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx5 |
ale*********@m*.com |
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| WealthHarbor Capital Group, LLC |
433 Metairie Rd STE 500, Metairie, LA 70005 |
|
50448xxxx2 |
bgr***@w***********.com |
5 |
1 |
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| - Regions Wealth Advisor |
400 Poydras St #100, New Orleans, LA 70130 |
|
50458xxxx4 |
aar***********@r******.com |
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| Bavarian Wealth Management Inc |
650 Poydras St #1906, New Orleans, LA 70130 |
|
50429xxxx0 |
ant****@b***********************.com |
5 |
1 |
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|
45 |
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| The Nichols Frank Team - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
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50458xxxx0 |
acm***********@m************.com |
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| The Guidry Retirement Group - Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx5 |
dns*****@a***.com |
5 |
2 |
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| Merrill Lynch Wealth Management |
601 Poydras St Floor 25th, New Orleans, LA 70130 |
|
50458xxxx0 |
ari*********@m*.com |
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| PDS Wealth Management |
700 Camp St Suite 111, New Orleans, LA 70130 |
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50433xxxx3 |
txx**@p********.com |
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| St Denis J Villere & Co |
601 Poydras St # 1808, New Orleans, LA 70130 |
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50452xxxx8 |
cha****@v******.com |
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| Merrill Lynch Private Wealth Advisor Phillip E. Duckworth |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50420xxxx9 |
dav************@m*.com |
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| Thomas Linn - Branch Manager, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
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50467xxxx5 |
cyn*********@a***.com |
5 |
1 |
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17 |
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23 |
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| Honore Credit Consultants |
650 Poydras St Suite 1400, New Orleans, LA 70130 |
|
84496xxxx4 |
inf*@h***********.com |
4.6 |
36 |
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4.5 |
53 |
3475 |
329 |
3800 |
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| The Mannino Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx5 |
acm***********@m************.com |
5 |
1 |
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| CAPTRUST |
601 Poydras St # 1855, New Orleans, LA 70130 |
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50479xxxx0 |
aar*********@c*******.com |
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445 |
62 |
570 |
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| Merrill Lynch Financial Advisor Paul D Ribka |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
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50458xxxx7 |
ale*********@m*.com |
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| Drew Jardine - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx8 |
acm***********@m************.com |
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| The Black Wealth Strategist |
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80081xxxx8 |
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| Merrill Lynch Financial Advisor Sheridan W Tanner |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
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50458xxxx1 |
ale*********@m*.com |
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| Delta Financial Advisors LLC |
701 Poydras St Ste 350, New Orleans, LA 70139 |
|
50452xxxx9 |
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5 |
1 |
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| Minvoelle Necaise Wealth Management of Raymond James |
909 Poydras St Ste 1300, New Orleans, LA 70112 |
|
50452xxxx6 |
aar************@r***********.com |
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17482 |
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18000 |
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| Messina's Wealth Management |
3224 N Turnbull Dr Suite 100, Metairie, LA 70002 |
|
50465xxxx3 |
inf*@s************.com |
5 |
117 |
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1331 |
132 |
1400 |
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| Whitney Securities LLC |
228 St Charles Ave #200, New Orleans, LA 70130 |
|
50458xxxx4 |
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| Merrill Lynch Financial Advisor Rhonda Bruno |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx0 |
ale*********@m*.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Blaine Mitchell |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx3 |
ale*********@m*.com |
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| Crescent Capital Consulting |
1100 Poydras St # 1350, New Orleans, LA 70163 |
|
50420xxxx5 |
aco*******@c************************.com |
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| Gulf Point Advisors | Private Wealth Investment Management |
639 Loyola Ave, New Orleans, LA 70113 |
|
50455xxxx8 |
car**@g****************.com |
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| Merrill Lynch Financial Advisor E. Christian Blessey |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx1 |
ale*********@m*.com |
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| Dumaine Investments | Financial Planning & Wealth Management |
650 Poydras St Suite 1010, New Orleans, LA 70130 |
|
50452xxxx0 |
c.f*****@d*****************.com |
5 |
11 |
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5 |
18 |
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178 |
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| Stokes Family Office, LLC |
1100 Poydras St # 2775, New Orleans, LA 70163 |
|
50439xxxx0 |
aim**@s*****************.com |
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| Merrill Lynch Financial Advisor Nicholas S Matulich |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx8 |
ale*********@m*.com |
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| Big Easy Management |
1575 N Dorgenois St, New Orleans, LA 70119 |
|
50435xxxx3 |
dav**@b****************.com |
5 |
64 |
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82 |
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91 |
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| Heller & Stieffel Wealth Management Group - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50459xxxx4 |
ade********@u**.com |
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| Diana Dalton Stieffel, CFP, CRPC, CDFA, RICP - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50458xxxx0 |
bre***********@u**.com |
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| Financial Consulting Group |
111 Veterans Memorial Blvd #1506, Metairie, LA 70005 |
|
50483xxxx7 |
als***@f****.com |
5 |
2 |
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124 |
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| NW KAYE PRIVATE INVESTMENT MANAGEMENT |
201 St Charles Ave 25th Floor, New Orleans, LA 70170 |
|
50456xxxx3 |
nea******@w*******.com |
5 |
1 |
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| Money Management International |
650 Poydras St Suite 1400, New Orleans, LA 70130 |
|
50459xxxx7 |
ada********@m**************.org |
5 |
4 |
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26775 |
2 |
27259 |
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| Merrill Lynch Financial Advisor Shelley Hoddinott Richardson |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx6 |
ale*********@m*.com |
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| Waterfront Wealth Management - Ameriprise Financial Services, LLC |
3939 N Causeway Blvd #401, Metairie, LA 70002 |
|
50488xxxx4 |
ali*******@a***.com |
5 |
6 |
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652 |
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664 |
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| The Traina & McConnell Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
22523xxxx0 |
acm***********@m************.com |
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| Equitas Capital Advisors LLC |
365 Canal St Suite 3050, New Orleans, LA 70130 |
|
50456xxxx0 |
aba****@e**************.com |
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| Merrill Lynch Financial Advisor Stephen D Swander |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx8 |
ale*********@m*.com |
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| Hunter Charbonnet, CRPC - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50459xxxx2 |
bre***********@u**.com |
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| John Race - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx1 |
3d@a******.morganstanley |
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| Kuchta Curole Riess Group - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50458xxxx9 |
ale*******@u**.com |
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| UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50458xxxx0 |
ale*******@u**.com |
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| Northwestern Mutual Financial |
650 Poydras St, New Orleans, LA 70130 |
|
50429xxxx1 |
aar********@n*****************.com |
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|
107347 |
16227 |
108000 |
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| Duran Advisors |
3900 N Causeway Blvd #1200, Metairie, LA 70002 |
|
50432xxxx6 |
inf*@d************.com |
5 |
10 |
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4.3 |
11 |
306 |
8 |
353 |
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| Generation Wealth |
858 Camp St, New Orleans, LA 70130 |
|
33760xxxx0 |
go@t******************.com |
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455 |
5 |
483 |
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| Satsuma Property Management |
802 Washington Ave, New Orleans, LA 70130 |
|
50470xxxx0 |
fro******@s****************.com |
4.7 |
50 |
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| Michael Kreeger - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx8 |
acm***********@m************.com |
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| JEANDRON Wealth Management |
4016 Canal St, New Orleans, LA 70119 |
|
50490xxxx8 |
jas***********@l**.com |
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5 |
26 |
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136 |
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5 |
26 |
| Wealth Planning Law Group |
101 W Robert E Lee Blvd suite 404, New Orleans, LA 70124 |
|
50438xxxx7 |
est***********@l***********.com |
4.9 |
57 |
|
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4.8 |
30 |
560 |
10 |
616 |
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| Bienvenue Wealth LLC |
1100 Poydras St #2125, New Orleans, LA 70163 |
|
50435xxxx0 |
inf*@b**************.com |
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4 |
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| Merrill Lynch Financial Advisor Dominique Matulich Meyer |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx4 |
ale*********@m*.com |
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| Earl Keller III - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50459xxxx4 |
ale*******@u**.com |
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| T Paul Treuting Jr - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx0 |
cyn*********@a***.com |
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| The Tuebner Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50456xxxx1 |
|
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| Cancienne-Tresca Wealth Management - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50458xxxx7 |
ale*******@u**.com |
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| Waters Parkerson & Co |
601 Poydras St Suite 2210, New Orleans, LA 70130 |
|
50458xxxx2 |
ako**@w**************.com |
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| JECohen |
233 Carondelet St #200, New Orleans, LA 70130 |
|
50432xxxx0 |
adm**@j********.com |
5 |
2 |
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672 |
2 |
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| Henderson Hutter Group |
650 Poydras St Ste 2315, New Orleans, LA 70130 |
|
50437xxxx9 |
aar************@r***********.com |
5 |
1 |
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17482 |
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18000 |
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| Royal Street Capital Management |
643 Magazine St Suite 402, New Orleans, LA 70130 |
|
50426xxxx1 |
joh******@r***************************.com |
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| Gulf Coast Wealth Management |
1825 Veterans Blvd, Metairie, LA 70005 |
|
50484xxxx9 |
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| Bellingrath Wealth Management & Employee Benefits |
6065 Magazine St, New Orleans, LA 70118 |
|
50459xxxx0 |
ale*@b****************.com |
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261 |
49 |
261 |
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| The Pastor Financial Group |
909 Poydras St #1240, New Orleans, LA 70112 |
|
50430xxxx4 |
ren**@t*************.com |
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13 |
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| Wells Fargo Advisors |
111 Veterans Memorial Blvd, Metairie, LA 70005 |
|
50483xxxx3 |
a.b@w*****************.com |
3.1 |
16 |
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188278 |
|
189000 |
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| Argent Trust Company |
201 St Charles Ave #2420, New Orleans, LA 70170 |
|
50429xxxx0 |
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| Preservation Wealth Management, LLC |
3500 N Causeway Blvd STE 120, Metairie, LA 70002 |
|
50464xxxx0 |
joh*@p******************.com |
4.5 |
8 |
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| The Audubon Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50456xxxx3 |
acm***********@m************.com |
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| Jeremy Starr - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx9 |
jac****************@a***.com |
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| CAPTRUST |
Energy Centre, 1100 Poydras St # 1350, New Orleans, LA 70163 |
|
50420xxxx5 |
aar*********@c*******.com |
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445 |
62 |
570 |
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| Nicholas Frangos - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50456xxxx8 |
acm***********@m************.com |
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| Gulf Point Advisors | Private Wealth Investment Management |
639 Loyola Ave #2100, New Orleans, LA 70113 |
|
50455xxxx8 |
car**@g****************.com |
5 |
1 |
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| Kerry Kungel - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50459xxxx6 |
ale*******@u**.com |
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| Merrill Lynch Wealth Management |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx0 |
ale*********@m*.com |
5 |
2 |
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| Thomas Braly - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx5 |
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| Segue Wealth Management |
3205 Orleans Ave, New Orleans, LA 70119 |
|
50440xxxx9 |
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| The Planning Center |
1521 Washington Ave Ste B, New Orleans, LA 70130 |
|
50471xxxx2 |
abn**@t****************.com |
5 |
1 |
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556 |
|
557 |
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| Nicholas Schiro - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50456xxxx8 |
acm***********@m************.com |
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| Nick Meinhardt - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50456xxxx0 |
acc**********@m************.com |
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| The Lawrence Roddy Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx1 |
acm***********@m************.com |
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| Robertson Wealth Advisors |
2021 Lakeshore Dr, New Orleans, LA 70122 |
|
50430xxxx3 |
|
5 |
1 |
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| Beacon Pointe Advisors |
3000 21st St, Metairie, LA 70002 |
|
50430xxxx1 |
aba*****@b***********.com |
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| Merrill Lynch Financial Advisor Cerisa Merced |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx1 |
ale*********@m*.com |
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| L&S Financial Advisors |
4002 S Carrollton Ave, New Orleans, LA 70119 |
|
50444xxxx5 |
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| NewEdge Advisors |
858 Camp St, New Orleans, LA 70130 |
|
50445xxxx1 |
dcu****@h*********.com |
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| Creative Planning |
3330 W Esplanade Ave STE 509, Metairie, LA 70002 |
|
50483xxxx8 |
a.j******@c***************.com |
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|
6375 |
127 |
7300 |
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| Chris King - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx1 |
chr*********@a***.com |
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| Merrill Lynch Financial Advisor Reginald K Hoddinott |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
88852xxxx0 |
ale*********@m*.com |
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| Stephens Financial Services |
3528 Holiday Dr STE A, New Orleans, LA 70114 |
|
50436xxxx0 |
jst******@d*******.com |
5 |
3 |
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| Upper Management Realty |
924 Valmont St Suite 202, New Orleans, LA 70115 |
|
50489xxxx1 |
ber****@u*******.com |
4.6 |
228 |
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| Morgan Stanley Financial Advisors |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx0 |
acm***********@m************.com |
3.3 |
3 |
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| Prestenback Wealth |
900 Camp St, New Orleans, LA 70130 |
|
50447xxxx0 |
hos*******@l*******.com |
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| Gene Novak - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50459xxxx8 |
ale*******@u**.com |
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| Public Financial Management |
601 Poydras St Ste 2075, New Orleans, LA 70130 |
|
50493xxxx0 |
ale*******@p**.com |
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| Lahasky Investment Group |
1340 Poydras St #1770, New Orleans, LA 70112 |
|
50452xxxx8 |
605*****************************@s**********.wixpress |
5 |
7 |
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458 |
|
461 |
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| Royal Road Wealth Partners |
1100 Poydras St #2900, New Orleans, LA 70163 |
|
50452xxxx5 |
a2f*************************************@w*****************.com |
5 |
1 |
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| Zink Wealth Management - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50458xxxx3 |
ade********@u**.com |
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| Upbeat Wealth |
2831 St Claude Ave, New Orleans, LA 70117 |
|
50438xxxx6 |
mik*@u***********.com |
5 |
1 |
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| Chaffe & Associates, Inc. Investment Bankers |
201 St Charles Ave, New Orleans, LA 70170 |
|
50452xxxx1 |
all**@c****************.com |
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| Hubbell Strickland Wealth Management |
1100 Poydras St, New Orleans, LA 70163 |
|
50483xxxx1 |
ale***@h****************.com |
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| Merrill Lynch Financial Advisor Amanda Peavy Kennedy |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx0 |
ale*********@m*.com |
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| Oliver Morgan Hall, Jr., CRPC - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50458xxxx5 |
ale*******@u**.com |
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| Lovell Wealth Management of Raymond James |
909 Poydras St Ste 1300, New Orleans, LA 70112 |
|
50452xxxx2 |
aar************@r***********.com |
|
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|
17482 |
|
18000 |
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| Beth Colón - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx6 |
acm***********@m************.com |
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| Merrill Lynch Private Wealth Advisor Curtis D. Eustis |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx7 |
ale*********@m*.com |
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| Capital One Securities |
201 St Charles Ave #1830, New Orleans, LA 70170 |
|
50452xxxx4 |
aar****@c*********.com |
5 |
2 |
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|
178286 |
10277 |
39 |
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| Bezou Financial | Woodbury Financial - Financial Advisor: Jason Bezou |
422 Harrison Ave, New Orleans, LA 70124 |
|
50459xxxx8 |
bez**@o**********.com |
4 |
1 |
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| The Cardinal One Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx0 |
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|
| The Spiro Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx7 |
int**********@m************.com |
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| Northwestern Mutual |
228 St Charles Ave #1333, New Orleans, LA 70130 |
|
50458xxxx0 |
a.-***********@n*****************.com |
|
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|
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|
107347 |
16227 |
108000 |
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|
| Merrill Lynch Financial Advisor Edward J. Carney III |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx8 |
ari*********@m*.com |
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|
| ThirtyNorth Investments, LLC |
1100 Poydras St, New Orleans, LA 70163 |
|
50452xxxx5 |
chr*************@t**********.com |
|
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|
| Christopher Zink, CFP, CIMA - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50458xxxx5 |
ale*******@u**.com |
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|
| Retirement Strategies Group |
800 W Commerce Rd, New Orleans, LA 70123 |
|
50471xxxx5 |
aid************@r*****.com |
4 |
14 |
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| Folse Financial Investment & Retirement Services |
3221 General De Gaulle Dr, New Orleans, LA 70114 |
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50439xxxx0 |
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| Paul Morgan - Raymond James |
909 Poydras St Ste 1300, New Orleans, LA 70112 |
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50452xxxx6 |
aar************@r***********.com |
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17483 |
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18000 |
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| Merrill Lynch Financial Advisor Tripp Kropog |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
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50458xxxx3 |
bri************@b***.com |
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| Rachael Dellaccio Schorr - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
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50456xxxx0 |
int**********@m************.com |
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