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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
Cathleen Lucas (CRD# 3064433) is an Investment Advisor Representative working at Lpl Financial LLC in Bozeman, MT and has over 25 years of experience in the finance industry.
Ashley Mackay (CRD# 6167864) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 10 years of experience in the finance industry.
Dagny Maidman (CRD# 2788869) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Bozeman, MT and has over 27 years of experience in the finance industry.
Michael Maierle (CRD# 1172842) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bozeman, MT and has over 39 years of experience in the finance industry.
Andrew Martzloff (CRD# 4381100) is an Investment Advisor Representative working at Bitterroot Capital Advisors LLC in Bozeman, MT and has 1 year of experience in the finance industry.
Adrian Matosich (CRD# 2737020) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 27 years of experience in the finance industry.
Frederick Maxted (CRD# 4631822) is an Investment Advisor Representative working at Group W Investment Management LLC in Bozeman, MT and has over 25 years of experience in portfolio management.
Carrie McAleer (CRD# 5913915) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 10 years of experience in the finance industry.
Michael McCormick (CRD# 5481003) is an Investment Advisor Representative working at Mccormick Financial Advisors, LLC in Bozeman, MT and has over 16 years of experience in the finance industry.
Wes McCrimmon (CRD# 5565324) is an Investment Advisor Representative working at Jcg Advisory Group, LLC in Bozeman, MT and has over 15 years of experience in the finance industry.