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Distance Only Kalispell, 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
Stephen Sloan (CRD# 2412600) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Kalispell, MT and has over 30 years of experience in the finance industry.
Shay Smithwick-Hann (CRD# 6496553) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalispell, MT and has over 8 years of experience in the finance industry.
Anna Steblina (CRD# 1494143) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Kalispell, MT and has over 28 years of experience in the finance industry.
Paul Stein (CRD# 1990860) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalispell, MT and has over 33 years of experience in the finance industry.
James Strainer (CRD# 437914) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Kalispell, MT and has over 40 years of experience in the finance industry.
Jacob Turley (CRD# 6068553) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kalispell, MT and has over 9 years of experience in the finance industry. Jacob Turley 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.
Addison Vergara (CRD# 6956487) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 5 years of experience in the finance industry.
Laura White (CRD# 1568813) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 23 years of experience in the finance industry.
Robert White (CRD# 4342319) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 23 years of experience in the finance industry.
David Wigginton (CRD# 5091745) is an Investment Advisor Representative working at Glacier Investment Management in Kalispell, MT and has over 17 years of experience in the finance industry. David Wigginton 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.