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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Columbia Falls, MT

Every SEC-registered investment adviser representative at a firm office in Columbia Falls, with the firms that employ the most of them.

8 registered advisors work in Columbia Falls; the most are at Edward Jones (4). 1 list the CFP designation and 8 are also registered broker representatives.

Firms with the most advisors in Columbia Falls

FirmAdvisors in Columbia Falls
Edward Jones news4
Private Advisor Group, LLC3
State Farm Investment Management Corp.1

Advisors in Columbia Falls, A to Z

CFP advisors in Columbia Falls →

Other cities in Montana

All of Montana →

Billings 251Bozeman 213Missoula 149Great Falls 102Helena 69Kalispell 61Whitefish 47Butte 21Havre 15Bigfork 14Hamilton 13Miles City 12Glasgow 10Livingston 10Belgrade 8Polson 8Lewistown 7Sidney 7Dillon 5Laurel 5Manhattan 5

Questions

How many financial advisors are in Columbia Falls, MT?

8 investment adviser representatives are registered at firm offices in Columbia Falls, Montana, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Columbia Falls?

Edward Jones, with 4 registered advisors in Columbia Falls, followed by Private Advisor Group, LLC with 3.

How do I check a financial advisor in Columbia Falls?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.