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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
Gerald Clebanoff (CRD# 4188238) is an Investment Advisor Representative working at West Oak Capital, LLC in Eagle, ID and has over 23 years of experience in the finance industry.
Scott Cleveland (CRD# 2221648) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Eagle, ID and has over 31 years of experience in the finance industry.
Shirley Cleveland (CRD# 2711422) is an Investment Advisor Representative working at Buffington Mohr Mcneal in Boise, ID and has over 27 years of experience in the finance industry.
Ronald Coate (CRD# 1445295) is an Investment Advisor Representative working at Continuum Advisory, LLC in Meridian, ID and has over 34 years of experience in the finance industry.
Jacob Coleman (CRD# 3050994) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 25 years of experience in the finance industry.
Patrick Collins (CRD# 5728681) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Meridian, ID and has over 14 years of experience in the finance industry.
Darren Collom (CRD# 4401271) is an Investment Advisor Representative working at Edward Jones in Nampa, ID and has over 19 years of experience in the finance industry.
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.
Kimberly Copat (CRD# 2795108) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Meridian, ID and has over 27 years of experience in the finance industry.