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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
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.
John Passuccio (CRD# 4814449) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 19 years of experience in the finance industry. John Passuccio 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.
Julie Passuccio (CRD# 4979319) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 14 years of experience in the finance industry.
Russell Piazza (CRD# 849082) is an Investment Advisor Representative working at Front Street Capital Management, Inc. in Missoula, MT and has over 41 years of experience in the finance industry.
Holli Rankin (CRD# 3147409) is an Investment Advisor Representative working at Edward Jones in Missoula, MT and has over 22 years of experience in the finance industry.
Jeffrey Ricklefs (CRD# 5537585) is an Investment Advisor Representative working at Lpl Financial LLC in Missoula, MT and has over 15 years of experience in the finance industry.
David Rosulek (CRD# 4355309) is an Investment Advisor Representative working at Edward Jones in Missoula, MT and has over 23 years of experience in the finance industry.
Raymond Round (CRD# 2289136) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 31 years of experience in the finance industry. Raymond Round 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.
Christopher Sakas (CRD# 4168114) is an Investment Advisor Representative working at Wells Fargo Advisors in Missoula, MT and has over 10 years of experience in the finance industry.
Laurel Saravalli (CRD# 6176122) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 9 years of experience in the finance industry.