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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
Nils Ericson (CRD# 1022814) is an Investment Advisor Representative working at Lpl Financial LLC in Missoula, MT and has over 40 years of experience in the finance industry.
Zachary Fenlason (CRD# 7251436) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Missoula, MT and has over 3 years of experience in the finance industry.
Tyler Hamilton (CRD# 7170710) is an Investment Advisor Representative working at Black Swift Group, LLC in Missoula, MT and has over 4 years of experience in the finance industry.
Jeffrey Hays (CRD# 7801533) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Missoula, MT and has 1 year of experience in the finance industry.
Camron Humphrey (CRD# 7657768) is an Investment Advisor Representative working at Wells Fargo Advisors in Missoula, MT and has 1 year of experience in the finance industry.
Megan Ingersoll (CRD# 7184518) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 3 years of experience in the finance industry.
Riley McGiboney (CRD# 3045670) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Missoula, MT and has over 25 years of experience in the finance industry.
Carter Miller (CRD# 7092541) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has 1 year of experience in the finance industry.
Trevor Morton (CRD# 7375905) is an Investment Advisor Representative working at D.a. Davidson & Company in Hamilton, MT and has over 2 years of experience in the finance industry. Trevor Morton 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.
Jess Noe (CRD# 6233637) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Missoula, MT and has over 10 years of experience in the finance industry.