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Distance Only Boise, ID
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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
Matthew Cooley (CRD# 5886648) is an Investment Advisor Representative working at Inspire Wealth Partners in Boise, ID and has over 8 years of experience in the finance industry. Matthew Cooley 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.
Lisa Cooper (CRD# 2407967) is an Investment Advisor Representative working at Figure 8 Investment Strategies LLC in Boise, ID and has over 29 years of experience in the finance industry. Lisa Cooper 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.
John Corddry (CRD# 2586283) is an Investment Advisor Representative working at D.a. Davidson & Company in Boise, ID and has over 29 years of experience in the finance industry.
Peter Covino (CRD# 3107080) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 25 years of experience in the finance industry.
Joshua Crichton (CRD# 6575244) is an Investment Advisor Representative working at The Ayco Company, LP in Boise, ID and has over 7 years of experience in the finance industry.
Chris Crosby (CRD# 6378024) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Boise, ID and has over 8 years of experience in the finance industry.
Benjamin Dalton (CRD# 5962395) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boise, ID and has over 10 years of experience in the finance industry.
Sandra Dalton (CRD# 1268575) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boise, ID and has over 39 years of experience in the finance industry.
Nicholas Daniels (CRD# 6945356) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Boise, ID and has over 5 years of experience in the finance industry.
Richard Davey (CRD# 6009302) is an Investment Advisor Representative working at Fiduciary Financial Group, LLC in Boise, ID and has over 12 years of experience in the finance industry. Richard Davey 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.