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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
Cody Lockhart (CRD# 5131960) is an Investment Advisor Representative working at Wells Fargo Advisors in Jackson, WY and has over 17 years of experience in the finance industry.
Kelly Lockhart (CRD# 735021) is an Investment Advisor Representative working at Wells Fargo Advisors in Jackson, WY and has over 42 years of experience in the finance industry.
Nathan Lundquist (CRD# 2973417) is an Investment Advisor Representative working at Elevated Asset Management LLC in Jackson, WY and has over 26 years of experience in the finance industry. Nathan Lundquist 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.
Elizabeth Millet (CRD# 2458321) is an Investment Advisor Representative working at Income Focus Portfolio Management in Jackson, WY and has over 30 years of experience in the finance industry.
Keith Ohnmeis (CRD# 1451807) is an Investment Advisor Representative working at Pingora Partners LLC in Wilson, WY and has over 38 years of experience in the finance industry.
Barley Peery (CRD# 5801267) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Jackson, WY and has over 9 years of experience in the finance industry.
Laurent Roux (CRD# 4963896) is an Investment Advisor Representative working at Gallatin Wealth Management LLC in Wilson, WY and has 1 year of experience in the finance industry.
Josephine Schmillen (CRD# 1920756) is an Investment Advisor Representative working at Edward Jones in Jackson, WY and has over 35 years of experience in the finance industry.
Gregory Scott (CRD# 2372408) is an Investment Advisor Representative working at Scott Capital Partners in Jackson, WY and has over 30 years of experience in the finance industry.
Judith Singleton (CRD# 2534823) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Jackson, WY and has over 29 years of experience in the finance industry.