-
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
Carrie Long (CRD# 5617926) is an Investment Advisor Representative working at D.a. Davidson & Company in Hamilton, MT and has over 9 years of experience in the finance industry.
Joshua Loveless (CRD# 6435959) is an Investment Advisor Representative working at Edward Jones in Hamilton, MT and has over 9 years of experience in the finance industry.
William Lussenheide (CRD# 2341918) is an Investment Advisor Representative working at Lussenheide Capital Management, Inc. in Florence, MT and has over 21 years of experience in the finance industry.
Bruce Madsen (CRD# 1989171) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 34 years of experience in the finance industry.
Anna Martello (CRD# 2106721) is an Investment Advisor Representative working at Lpl Financial LLC in Missoula, MT and has over 33 years of experience in the finance industry.
James Moerkerke (CRD# 1012619) is an Investment Advisor Representative working at D.a. Davidson & Company in Hamilton, MT and has over 42 years of experience in the finance industry. James Moerkerke 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.
Ricardo Montejano (CRD# 1275284) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Clinton, MT and has over 39 years of experience in the finance industry.
Molly Nelson (CRD# 5258830) is an Investment Advisor Representative working at Mariner Wealth in Missoula, MT and has over 17 years of experience in the finance industry. Molly Nelson 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.
Mark Nicholson (CRD# 4340425) 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.
Daniel Ortt (CRD# 2508143) is an Investment Advisor Representative working at Lpl Financial LLC in Missoula, MT and has over 29 years of experience in the finance industry.