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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
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.
Samuel Crume (CRD# 6390192) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 6 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.
John Davis (CRD# 1684531) is an Investment Advisor Representative working at Brokers Financial in Boise, ID and has over 36 years of experience in the finance industry.
Brayam De La Cruz (CRD# 6827805) is an Investment Advisor Representative working at Edward Jones in Boise, ID and has over 6 years of experience in the finance industry.