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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
Daniel Jones (CRD# 1846908) is an Investment Advisor Representative working at Edward Jones in Caldwell, ID and has over 35 years of experience in the finance industry.
Daniel Lewis (CRD# 6014257) is an Investment Advisor Representative working at Firm Foundation Wealth Management, LLC in Caldwell, ID and has over 12 years of experience in the finance industry. Daniel Lewis 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.
Dustin Olson (CRD# 5610702) is an Investment Advisor Representative working at Lpl Financial LLC in Caldwell, ID and has over 12 years of experience in the finance industry.
Christopher Selvar (CRD# 6353050) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Caldwell, ID and has over 9 years of experience in the finance industry.
John Smith (CRD# 712293) is an Investment Advisor Representative working at Lpl Financial LLC in Caldwell, ID and has over 41 years of experience in the finance industry.
Daniel Wells (CRD# 2961853) is an Investment Advisor Representative working at Continental Investors Services, Inc. in Caldwell, ID and has over 24 years of experience in the finance industry.
Christopher Williams (CRD# 6405856) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Caldwell, ID and has over 9 years of experience in the finance industry.
Matthew Brassfield (CRD# 5472128) is an Investment Advisor Representative working at Continental Investors Services, Inc. in Caldwell, ID and has over 16 years of experience in the finance industry.
Seth Elison (CRD# 7434336) is an Investment Advisor Representative working at Tucker Asset Management LLC in Caldwell, ID and has over 2 years of experience in the finance industry.
Ann Smith (CRD# 5402896) is an Investment Advisor Representative working at Edward Jones in Caldwell, ID and has over 2 years of experience in the finance industry.