Virginia Arnold, financial advisor Bozeman MT

Virginia Arnold

CRD Number: 2908846
Current Firm: Yellowstone Investment Planners, Inc.

Virginia Arnold (CRD# 2908846) is an Investment Advisor Representative working at Yellowstone Investment Planners, Inc. in Bozeman, MT and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Yellowstone Investment Planners, Inc. Bozeman, MT Feb 2005 - Current 19
Piper Jaffray Inc. Bozeman, MT May 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S65 NASAA Investment Advisors Law Examination Feb 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Virginia A. Arnold
Phone Number: 406-586-3570
Registered State(s):
  • MT
Current Firm Details
Yellowstone Investment Planners, Inc.
Firm's CRD Number: 134387
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $478,261
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MT

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