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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
Orlando Augusto (CRD# 5693746) is an Investment Advisor Representative working at Edward Jones in Boise, ID and has over 14 years of experience in the finance industry.
James Auw (CRD# 6862005) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Boise, ID and has over 5 years of experience in the finance industry. James Auw 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.
Stephanie Ayer (CRD# 3218564) is an Investment Advisor Representative working at Lpl Financial LLC in Eagle, ID and has over 24 years of experience in the finance industry.
Tracy Baggerly (CRD# 3195686) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 24 years of experience in the finance industry.
William Bahney (CRD# 10097) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boise, ID and has over 43 years of experience in the finance industry.
James Bailey (CRD# 5125409) is an Investment Advisor Representative working at Perspective Wealth Partners, LLC in Boise, ID and has over 18 years of experience in the finance industry.
Jordan Baker (CRD# 4777204) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Nampa, ID and has over 18 years of experience in the finance industry.
Robert Baker (CRD# 3100188) is an Investment Advisor Representative working at Wismar Financial LLC in Nampa, ID and has over 25 years of experience in the finance industry. Robert Baker 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.
Brian Balogh (CRD# 4641233) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Boise, ID and has over 20 years of experience in the finance industry.
Calvin Barrett (CRD# 5028790) is an Investment Advisor Representative working at Edward Jones in Meridian, ID and has over 18 years of experience in the finance industry.