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Distance Only Great Falls, 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
Anthony Pauling (CRD# 6107324) 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.
Michael Plummer (CRD# 5654463) is an Investment Advisor Representative working at Edward Jones in Great Falls, MT and has over 14 years of experience in the finance industry.
James Porter (CRD# 6556064) is an Investment Advisor Representative working at Edward Jones in Great Falls, MT and has over 8 years of experience in the finance industry.
Jason Purpura (CRD# 2901811) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 26 years of experience in the finance industry.
Karrie Risko (CRD# 2271868) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Falls, MT and has over 21 years of experience in the finance industry.
Brenda Robertson (CRD# 2483236) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Great Falls, MT and has over 29 years of experience in the finance industry.
Douglas Sexe (CRD# 2205145) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Falls, MT and has over 32 years of experience in the finance industry.
Michael Shelton (CRD# 5761945) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 12 years of experience in the finance industry.
Scott Smartt (CRD# 4670680) is an Investment Advisor Representative working at Edward Jones in Great Falls, MT and has over 20 years of experience in the finance industry.
Jay Stenzel (CRD# 1411465) is an Investment Advisor Representative working at Commonwealth Financial Network in Great Falls, MT and has over 38 years of experience in the finance industry. Jay Stenzel 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.