-
Distance Only Helena, MT
-
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
Rachel Stanich (CRD# 6084484) is an Investment Advisor Representative working at D.a. Davidson & Company in Helena, MT and has over 9 years of experience in the finance industry.
Peter Sullivan (CRD# 2978188) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Helena, MT and has over 26 years of experience in the finance industry. Peter Sullivan 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.
Daniel Trost (CRD# 5539254) is an Investment Advisor Representative working at D.a. Davidson & Company in Helena, MT and has over 15 years of experience in the finance industry. Daniel Trost 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.
Evad Vanspoore (CRD# 5030458) is an Investment Advisor Representative working at Lpl Financial LLC in Helena, MT and has over 18 years of experience in the finance industry.
Patrick Wahl (CRD# 6615944) is an Investment Advisor Representative working at Edward Jones in Helena, MT and has over 7 years of experience in the finance industry.
Jayme Watson (CRD# 6594138) is an Investment Advisor Representative working at Edward Jones in Helena, MT and has over 8 years of experience in the finance industry.
Darcy Weidman (CRD# 5879761) is an Investment Advisor Representative working at D.a. Davidson & Company in Helena, MT and has over 9 years of experience in the finance industry.
Carl White (CRD# 2163147) is an Investment Advisor Representative working at Lpl Financial LLC in Helena, MT and has over 27 years of experience in the finance industry.
Michael Wong (CRD# 7050670) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Helena, MT and has over 5 years of experience in the finance industry.
Erin Bradshaw (CRD# 7135542) is an Investment Advisor Representative working at Edward Jones in Helena, MT and has over 4 years of experience in the finance industry.