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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
Annette Goldman (CRD# 2882254) is an Investment Advisor Representative working at Sierra Wealth Group, LLC in Bigfork, MT and has over 26 years of experience in the finance industry. Annette Goldman 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.
Jeffrey Goldman (CRD# 2110174) is an Investment Advisor Representative working at Sierra Wealth Group, LLC in Bigfork, MT and has over 33 years of experience in the finance industry. Jeffrey Goldman 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.
Evan Harris (CRD# 5942008) is an Investment Advisor Representative working at Lpl Financial LLC in Kalispell, MT and has over 11 years of experience in the finance industry.
Adam Heggelund (CRD# 7024042) is an Investment Advisor Representative working at Edward Jones in Bigfork, MT and has over 5 years of experience in the finance industry.
Jesse Hibbs (CRD# 6993812) is an Investment Advisor Representative working at Edward Jones in Kalispell, MT and has over 5 years of experience in the finance industry.
Douglas Houtz (CRD# 1934295) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Kalispell, MT and has over 34 years of experience in the finance industry.
Mark Johnson (CRD# 5610120) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Kalispell, MT and has over 15 years of experience in the finance industry.
Terry Judd (CRD# 1636139) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 37 years of experience in the finance industry.
Andrew Kirk (CRD# 5619393) is an Investment Advisor Representative working at Edward Jones in Kalispell, MT and has over 15 years of experience in the finance industry.