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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
Dennis Koch (CRD# 5590242) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Eagle, ID and has over 15 years of experience in the finance industry.
James Liotta, CFP®, CPWA®, AIF®, NSSA®, MBA (CRD# 4493058) is the President and Owner of Prominence Capital GP, LLC. a Registereed Investment Advisor in Beverly Hills California.
James M. Liotta helps his clients with a broad array of investment management, financial planning and wealth management issues. He has amassed a rare combination of professional credentials and educational achievements.
Raised in New York by hardworking parents, James graduated college in Boston and then moved to Los Angeles where he began his career in 2002 with UBS PaineWebber as a Financial Advisor.
In 2005...
Melissa Lowther (CRD# 5752281) is an Investment Advisor Representative working at Alturas Wealth Management, LLC in Eagle, ID and has over 6 years of experience in the finance industry.
Pamela Mah (CRD# 4884493) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 16 years of experience in the finance industry.
Allison Moss (CRD# 1779554) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Eagle, ID and has over 36 years of experience in the finance industry.
Roberta Newhouse (CRD# 5143190) is an Investment Advisor Representative working at Alturas Wealth Management, LLC in Eagle, ID and has over 17 years of experience in the finance industry.
Russell Paskett (CRD# 4808374) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 19 years of experience in the finance industry.
Joseph Peterson (CRD# 6310621) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Eagle, ID and has over 5 years of experience in the finance industry.
Gregory Rice (CRD# 4681869) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Eagle, ID and has over 20 years of experience in the finance industry.
Duane Richter (CRD# 5746067) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Eagle, ID and has over 14 years of experience in the finance industry.