-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Chance Barrett (CRD# 6253261) is an Investment Advisor Representative working at Edward Jones in Kalispell, MT and has over 2 years of experience in the finance industry.
I am dedicated to helping my clients with Financial Planning using education, service and honesty. My job is to simplify and consdolidate your financial life.
John Barrett (CRD# 2441038) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kalispell, MT and has over 30 years of experience in the finance industry.
Tyler Bebee (CRD# 4814419) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 19 years of experience in the finance industry.
Matthew Benedict (CRD# 2582731) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Whitefish, MT and has over 29 years of experience in the finance industry.
Kevin Bostock (CRD# 6237549) is an Investment Advisor Representative working at Edward Jones in Kalispell, MT and has over 10 years of experience in the finance industry.
Joshua Boyce (CRD# 6435147) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 9 years of experience in the finance industry.
Robert Braig (CRD# 1876880) is an Investment Advisor Representative working at D.a. Davidson & Company in Whitefish, MT and has over 35 years of experience in the finance industry.
Cody Buck (CRD# 6668717) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 7 years of experience in the finance industry. Cody Buck 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.
V Carbo (CRD# 4368900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Whitefish, MT and has over 19 years of experience in the finance industry.
Debbie Cavanaugh (CRD# 1268420) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Kalispell, MT and has over 39 years of experience in the finance industry.