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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
Lisa Baker (CRD# 5775370) is an Investment Advisor Representative working at Sii Investments, Inc. in Missoula, MT and has over 7 years of experience in the finance industry.
James Benson (CRD# 2589347) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 23 years of experience in the finance industry. James Benson 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.
Sydney Carlino (CRD# 4998665) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 11 years of experience in the finance industry. Sydney Carlino 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.
Bradley Cederberg (CRD# 4678177) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 11 years of experience in the finance industry. Bradley Cederberg 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.
Douglas Freeman (CRD# 4343755) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Missoula, MT and has over 11 years of experience in the finance industry. Douglas Freeman 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.
Cynthia Fritch (CRD# 2230773) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 25 years of experience in the finance industry. Cynthia Fritch 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.
Geoffrey Gilbert (CRD# 5182605) is an Investment Advisor Representative working at Inukshuk Investments, LLC in Missoula, MT and has over 11 years of experience in the finance industry.
Alan Jensen (CRD# 2528978) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Missoula, MT and has over 23 years of experience in the finance industry. Alan Jensen 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.
Andrew Link (CRD# 1281648) is an Investment Advisor Representative working at Park Avenue Securities LLC in Missoula, MT and has over 28 years of experience in the finance industry.
Alice Marquardt (CRD# 5737797) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Missoula, MT and has over 7 years of experience in the finance industry. Alice Marquardt 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.