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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
Sarah Fitzgerald (CRD# 7463277) is an Investment Advisor Representative working at Northfork Financial LLC in Bozeman, MT and has over 2 years of experience in the finance industry. Sarah Fitzgerald 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.
Jase Foster (CRD# 7266368) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 2 years of experience in the finance industry. Jase Foster 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.
Lindsey Hadfield (CRD# 7628588) is an Investment Advisor Representative working at Verus Financial Partners in Bozeman, MT and has 1 year of experience in the finance industry.
Eric Haines (CRD# 6508808) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 8 years of experience in the finance industry. Eric Haines 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.
Jacob Harris (CRD# 7427388) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Sandy, UT and has 1 year of experience in the finance industry.
Connor Hausauer (CRD# 7782087) is an Investment Advisor Representative working at Edward Jones in Bozeman, MT and has 1 year of experience in the finance industry.
Sean Hawksford (CRD# 7556837) is an Investment Advisor Representative working at Edward Jones in Bozeman, MT and has 1 year of experience in the finance industry.
Michael Hixson (CRD# 5524215) is an Investment Advisor Representative working at Park Avenue Securities LLC in Bozeman, MT and has 1 year of experience in the finance industry.
Paul Holt (CRD# 7042785) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bozeman, MT and has over 5 years of experience in the finance industry.
Noah Intara (CRD# 5399192) is an Investment Advisor Representative working at S.b. Value Partners, LP in Bozeman, MT and has over 16 years of experience in the finance industry.