-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Amy Strom (CRD# 5144737) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Falls, MT and has over 17 years of experience in the finance industry.
Sean Sturges (CRD# 4938431) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 18 years of experience in the finance industry. Sean Sturges 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.
Leonard Sykes (CRD# 1728529) is an Investment Advisor Representative working at Lpl Financial LLC in Great Falls, MT and has over 36 years of experience in the finance industry.
Kallie Tinsen (CRD# 5788864) 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.
William Walker (CRD# 5039359) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 18 years of experience in the finance industry.
Diana Whitaker (CRD# 4712218) is an Investment Advisor Representative working at Lpl Financial LLC in Great Falls, MT and has over 20 years of experience in the finance industry.
Libbey Winderl (CRD# 6598864) is an Investment Advisor Representative working at Edward Jones in Great Falls, MT and has over 8 years of experience in the finance industry.
Patrick Winderl (CRD# 5635807) is an Investment Advisor Representative working at Edward Jones in Great Falls, MT and has over 15 years of experience in the finance industry.
Brian Zellner (CRD# 4269140) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 23 years of experience in the finance industry.
Brett Stene (CRD# 4977287) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Falls, MT and has over 18 years of experience in the finance industry.