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Distance Only Bozeman, MT
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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 Yount (CRD# 2373645) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 30 years of experience in the finance industry.
Neil Sexton (CRD# 4407857) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 22 years of experience in the finance industry. Neil Sexton 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.
Roy Hundhausen (CRD# 5903508) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bozeman, MT and has over 13 years of experience in the finance industry.
Brock Ballweber (CRD# 7774910) is an Investment Advisor Representative working at Edward Jones in Bozeman, MT and has 1 year of experience in the finance industry.
Jonas Bieliauskas (CRD# 6609413) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bozeman, MT and has over 8 years of experience in the finance industry.
Alec Bouchee (CRD# 7054294) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bozeman, MT and has 1 year of experience in the finance industry.
Anna Collins (CRD# 7119294) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bozeman, MT and has over 3 years of experience in the finance industry.
Grant Collins (CRD# 7061914) is an Investment Advisor Representative working at World Equity Group, Inc. in Bozeman, MT and has over 4 years of experience in the finance industry.
Kristin Costle (CRD# 5500024) is an Investment Advisor Representative working at Lpl Financial LLC in Bozeman, MT and has over 2 years of experience in the finance industry.
Robert De Meulenaere (CRD# 7147514) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 4 years of experience in the finance industry.