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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
Frederick Maxted (CRD# 4631822) is an Investment Advisor Representative working at Group W Investment Management LLC in Bozeman, MT and has over 25 years of experience in portfolio management.
Carrie McAleer (CRD# 5913915) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 10 years of experience in the finance industry.
Michael McCormick (CRD# 5481003) is an Investment Advisor Representative working at Mccormick Financial Advisors, LLC in Bozeman, MT and has over 16 years of experience in the finance industry.
Wes McCrimmon (CRD# 5565324) is an Investment Advisor Representative working at Jcg Advisory Group, LLC in Bozeman, MT and has over 15 years of experience in the finance industry.
Tyrel McDonald (CRD# 6414351) is an Investment Advisor Representative working at Lpl Financial LLC in Bozeman, MT and has over 9 years of experience in the finance industry.
Meghann McKenna (CRD# 4769126) is an Investment Advisor Representative working at Eagle Strategies LLC in Bozeman, MT and has over 19 years of experience in the finance industry.
Michael McLeod (CRD# 2026741) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bozeman, MT and has over 34 years of experience in the finance industry.
Britton McMannis (CRD# 6159815) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 10 years of experience in the finance industry.
Ryan Meeks (CRD# 6134757) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 11 years of experience in the finance industry. Ryan Meeks 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.
Drew Melton (CRD# 7057445) is an Investment Advisor Representative working at Edward Jones in Lewiston, ID and has over 5 years of experience in the finance industry.