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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
Brent Leavitt (CRD# 6492855) is an Investment Advisor Representative working at Interactive Financial Advisors in Great Falls, MT and has 1 year of experience in the finance industry. Brent Leavitt 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.
Dennis Lester (CRD# 3172896) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Falls, MT and has over 25 years of experience in the finance industry.
Anthony Leto (CRD# 4234723) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 22 years of experience in the finance industry.
Kassie Longfellow (CRD# 5791652) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 13 years of experience in the finance industry.
Amanda Maher (CRD# 6721057) is an Investment Advisor Representative working at Edward Jones in Great Falls, MT and has over 7 years of experience in the finance industry.
Shawna Marion (CRD# 4298402) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 20 years of experience in the finance industry.
Alex Mathern (CRD# 5865438) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 11 years of experience in the finance industry.
Gavin McCluey (CRD# 2819782) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Falls, MT and has over 24 years of experience in the finance industry.
Michael McCord (CRD# 4954105) is an Investment Advisor Representative working at Lpl Financial LLC in Great Falls, MT and has over 18 years of experience in the finance industry.
Matthew Merry (CRD# 5917866) is an Investment Advisor Representative working at Principal Securities, Inc. in Great Falls, MT and has over 12 years of experience in the finance industry.