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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Livingston, MT

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

The short answer

10 registered advisors work in Livingston; the most are at Edward Jones (3). 0 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in Livingston

FirmAdvisors in Livingston
Edward Jones news3
LPL Financial LLC news3
Cetera Investment Advisers LLC news1
Lighthouse Wealth Strategies, LLC1
Osaic Wealth, Inc. news1
State Farm Investment Management Corp.1

Advisors in Livingston, A to Z

Search all of Montana →

Other cities in Montana

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

Questions

How many financial advisors are in Livingston, MT?

10 investment adviser representatives are registered at firm offices in Livingston, Montana, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Livingston?

Edward Jones, with 3 registered advisors in Livingston, followed by LPL Financial LLC with 3.

How do I check a financial advisor in Livingston?

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.