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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
Dane Lowry (CRD# 4469692) is an Investment Advisor Representative working at Edward Jones in Coeur D'alene, ID and has over 22 years of experience in the finance industry.
Matthew Lyman (CRD# 2329836) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Coeur d'Alene, ID and has over 27 years of experience in the finance industry.
Kevin McClelland (CRD# 5302267) is an Investment Advisor Representative working at Lpl Financial LLC in Coeur D'alene, ID and has over 16 years of experience in the finance industry.
Evan McLachlan (CRD# 5866067) is an Investment Advisor Representative working at Mclachlan Investment Services LLC in Coeur D'alene, ID and has over 13 years of experience in the finance industry.
Jeremy Morris (CRD# 6714459) is an Investment Advisor Representative working at Five Pine Wealth in Coeur D'alene, ID and has over 7 years of experience in the finance industry.
William Nixon (CRD# 1404050) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Coeur D'alene, ID and has over 38 years of experience in the finance industry.
Jody Nunez (CRD# 2449969) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Coeur D'alene, ID and has over 29 years of experience in the finance industry.
Anthony Oss (CRD# 6660589) is an Investment Advisor Representative working at Lpl Financial LLC in Coeur D'alene, ID and has over 7 years of experience in the finance industry.
Daniel Pinkerton (CRD# 2128422) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Coeur D'alene, ID and has over 33 years of experience in the finance industry. Daniel Pinkerton 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.
Gary Pinkerton (CRD# 4452995) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Coeur D'alene, ID and has over 22 years of experience in the finance industry. Gary Pinkerton 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.