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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
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.
Darrell Reese (CRD# 3099866) is an Investment Advisor Representative working at Lpl Financial LLC in Hamilton, MT and has over 25 years of experience in the finance industry.
Deborah Sesa Gantz (CRD# 7008872) is an Investment Advisor Representative working at Edward Jones in Hamilton, MT and has over 5 years of experience in the finance industry.
Samuel Sharples (CRD# 6316554) is an Investment Advisor Representative working at Lpl Financial LLC in Hamilton, MT and has over 9 years of experience in the finance industry.
Cody Velin (CRD# 6351288) is an Investment Advisor Representative working at Edward Jones in Stevensville, MT and has over 9 years of experience in the finance industry.
Brian Adams (CRD# 7682683) is an Investment Advisor Representative working at Lpl Financial LLC in Hamilton, 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.
Haley Stevenson (CRD# 7822878) is an Investment Advisor Representative working at Edward Jones in Stevensville, MT and has 1 year of experience in the finance industry.
Jason Watson (CRD# 6834374) is an Investment Advisor Representative working at Lpl Financial LLC in Hamilton, MT and has over 6 years of experience in the finance industry.