Financial ADVSR advisor directory · SEC adviser records
Crescent Sterling Ltd. financial advisors in Metairie, LA
Every SEC-registered investment adviser representative at a Crescent Sterling Ltd. office in Metairie, A to Z.
The short answer
4 registered advisors work at Crescent Sterling Ltd. in Metairie, out of 4 at the firm nationwide; it ranks number 28 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Crescent Sterling Ltd. advisors in Metairie, A to Z
Every Crescent Sterling Ltd. advisor →- Daniel J. JaubertInvestment adviser rep
- Michael T. NobileCertified Financial Planner
- Trevor W. ThompsonInvestment adviser rep
- William H. ThompsonCertified Financial Planner, Chartered Financial Analyst
Crescent Sterling Ltd. advisors in every city and state →Crescent Sterling Ltd.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Metairie
All Metairie advisors →Edward Jones 35Ameriprise Financial Services, LLC 24Pfs Investments Inc. 18Second Line Capital, LLC 18LPL Financial LLC 16Cetera Investment Advisers LLC 14MML Investors Services, LLC 14Wells Fargo Clearing Services, LLC 13Beacon Pointe Advisors, LLC 9Northwestern Mutual Investment Services, LLC 9Stratos Wealth Partners, Ltd. 9Prospera Financial Services, Inc. 8
Questions
How many financial advisors does Crescent Sterling Ltd. have in Metairie?
4 investment adviser representatives are registered at Crescent Sterling Ltd. offices in Metairie, Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Crescent Sterling Ltd. one of the largest advisor employers in Metairie?
Crescent Sterling Ltd. ranks number 28 in Metairie by registered advisors; Edward Jones has the most, with 35.
How do I check a Crescent Sterling Ltd. advisor in Metairie?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Crescent Sterling Ltd. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.