Alexis Gaspard
Certified Financial Planner™ Professional
Alexis is a Financial Advisor employed by Crown Capital Securities, L.P.
In 2012, she obtained the prestigious certification of becoming a Certified Fiannacial Planner™ Professional. The CFP® certification is a voluntary certification and is recognized in the United States and a number of other countries for its (1) high standards of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.
Education:
2005 Graduate from Louisiana State University
Financial Exams:
General Securities Representaive (Series 7)
Registered Securities Principal (Series 24)
Uniform Combined State Law (Series 65)
Life, Health, Accident & Variable Licensed
Registered Titles
Broker/Dealer Registered Representative
Registered Invesment Advisor Representative
Louisiana Life & Variable Insurance Agent
Certified Financial Planner™ Professional