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Distance Only Billings, MT
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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
Chad Hooker (CRD# 5233212) is an Investment Advisor Representative working at Lpl Financial LLC in Billings, MT and has over 8 years of experience in the finance industry.
Patrick Houghton (CRD# 2780034) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Billings, MT and has over 27 years of experience in the finance industry.
Lee Humphrey (CRD# 4848035) is an Investment Advisor Representative working at Edward Jones in Billings, MT and has over 19 years of experience in the finance industry. Lee Humphrey 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.
Dale Inglett (CRD# 720531) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Billings, MT and has over 41 years of experience in the finance industry.
Bart Jagodzinski (CRD# 3123776) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Billings, MT and has over 17 years of experience in the finance industry.
Tex Janecek (CRD# 4717307) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Billings, MT and has over 20 years of experience in the finance industry.
Lisa Jensen (CRD# 4258145) is an Investment Advisor Representative working at D.a. Davidson & Company in Billings, MT and has over 23 years of experience in the finance industry. Lisa Jensen 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.
Scott Johnson (CRD# 1418644) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Billings, MT and has over 38 years of experience in the finance industry.
Bradley Kadlec (CRD# 5819089) is an Investment Advisor Representative working at Primerica Advisors in Billings, MT and has over 13 years of experience in the finance industry.
Kenneth Kallem (CRD# 2842230) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Billings, MT and has over 27 years of experience in the finance industry. Kenneth Kallem 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.