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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
David Glidewell (CRD# 223133) is an Investment Advisor Representative working at Lpl Financial LLC in Missoula, MT and has over 32 years of experience in the finance industry.
Mark Glidewell (CRD# 4310018) is an Investment Advisor Representative working at Lpl Financial LLC in Missoula, MT and has over 23 years of experience in the finance industry.
Wesley Golie (CRD# 4688706) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 17 years of experience in the finance industry.
Eric Hays (CRD# 5834110) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Missoula, MT and has over 13 years of experience in the finance industry.
Casey Herron (CRD# 5639973) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Missoula, MT and has over 14 years of experience in the finance industry. Casey Herron 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.
Theodore Heuchling (CRD# 2108803) is an Investment Advisor Representative working at Portfolio Logix, LLC in Missoula, MT and has over 33 years of experience in the finance industry.
Jimmy Huggins (CRD# 1946053) is an Investment Advisor Representative working at Diamond Investment Management Services, LLC in Arlee, MT and has over 34 years of experience in the finance industry.
Michael Hyer (CRD# 6822962) is a Financial Advisor working at Edward Jones in Missoula, MT and has 2 years of experience in the finance industry.
Steven Jarvis (CRD# 5723866) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Missoula, MT and has over 14 years of experience in the finance industry.
Alan Jensen (CRD# 2528978) is an Investment Advisor Representative working at Lpl Financial LLC in Missoula, MT and has over 29 years of experience in the finance industry. Alan Jensen 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.