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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
Jillian Wermling (CRD# 5150543) is an Investment Advisor Representative working at Lpl Financial LLC in Whitefish, MT and has over 17 years of experience in the finance industry.
Laura White (CRD# 1568813) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 23 years of experience in the finance industry.
Robert White (CRD# 4342319) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 23 years of experience in the finance industry.
David Wigginton (CRD# 5091745) is an Investment Advisor Representative working at Glacier Investment Management in Kalispell, MT and has over 17 years of experience in the finance industry. David Wigginton 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.
Kenneth Wilkinson (CRD# 817773) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kalispell, MT and has over 41 years of experience in the finance industry.
Sarah Fitzgerald (CRD# 3065395) is an Investment Advisor Representative working at D.a. Davidson & Company in Whitefish, MT and has over 25 years of experience in the finance industry.
Joseph Akey (CRD# 6656266) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Whitefish, MT and has over 2 years of experience in the finance industry.
Tara Allen (CRD# 7234118) is an Investment Advisor Representative working at Edward Jones in Bigfork, MT and has over 3 years of experience in the finance industry.
Jessica Ash (CRD# 7707898) is an Investment Advisor Representative working at Fischer Investment Strategies, LLC in Bigfork, MT and has 1 year of experience in the finance industry.
Kaleb Cannaday (CRD# 7630722) is an Investment Advisor Representative working at Edward Jones in Kalispell, MT and has 1 year of experience in the finance industry.