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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
Nicholas Coccimiglio (CRD# 5524632) is an Investment Advisor Representative working at Somerset Wealth Management, LLC in Alpine, WY and has over 15 years of experience in the finance industry.
Mark Banner (CRD# 2055606) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Swan Valley, ID and has over 32 years of experience in the finance industry. Mark Banner 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.
Edward Beddow (CRD# 2687985) is an Investment Advisor Representative working at Beddow Capital Management Inc. in Jackson, WY and has over 28 years of experience in the finance industry.
Raymond Beplat (CRD# 2906160) is an Investment Advisor Representative working at Beplat Asset Management, Inc. in Jackson, WY and has over 26 years of experience in the finance industry.
Bryan Birrer (CRD# 6276324) is an Investment Advisor Representative working at Avantax Advisory Services in Jackson, WY and has over 10 years of experience in the finance industry.
Richard Bloom (CRD# 5068014) is an Investment Advisor Representative working at Teton Wealth Management, Inc. in Jackson, WY and has 1 year of experience in the finance industry. Richard Bloom 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.
Andrew Brigham (CRD# 2406520) is an Investment Advisor Representative working at Coburn Barrett, LLC in Wilson, WY and has over 22 years of experience in the finance industry.
Jenny Charles (CRD# 2350604) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Jackson, WY and has over 30 years of experience in the finance industry.
Patricia Cook (CRD# 5705636) is an Investment Advisor Representative working at Edward Jones in Jackson, WY and has over 14 years of experience in the finance industry.
Noah Dreyfuss (CRD# 6080602) is an Investment Advisor Representative working at Dreyfuss Capital Management LLC in Jackson, WY and has over 9 years of experience in the finance industry.