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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 Cole (CRD# 5393707) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bozeman, MT and has over 16 years of experience in the finance industry. David Cole 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.
Michael Costle (CRD# 1643521) is an Investment Advisor Representative working at Lpl Financial LLC in Bozeman, MT and has over 37 years of experience in the finance industry.
Tyler Cotterell (CRD# 7023571) is an Investment Advisor Representative working at Lpl Financial LLC in Bozeman, MT and has over 5 years of experience in the finance industry.
Elizabeth Cure (CRD# 844371) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bozeman, MT and has over 40 years of experience in the finance industry.
Alexander Dabney (CRD# 6588201) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 8 years of experience in the finance industry. Alexander Dabney 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.
Joseph Dahinden (CRD# 5992733) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 12 years of experience in the finance industry.
Steven Dailey (CRD# 4157738) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bozeman, MT and has over 23 years of experience in the finance industry. Steven Dailey 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.
Rebecca Dammann (CRD# 5918636) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Bozeman, MT and has over 11 years of experience in the finance industry.
Brenda Davis (CRD# 713779) is an Investment Advisor Representative working at Montana Investment Advisors Inc. in Bozeman, MT and has over 43 years of experience in the finance industry.
Nicholas Davis (CRD# 601550) is an Investment Advisor Representative working at Montana Investment Advisors Inc. in Bozeman, MT and has over 36 years of experience in the finance industry.