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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
Aaron Flores (CRD# 7605995) is an Investment Advisor Representative working at Sage Mountain Wealth Management in Horseshoe Bend, ID and has over 2 years of experience in the finance industry.
Andrew Lehman (CRD# 5706352) is an Investment Advisor Representative working at Inspire Advisors, LLC in Columbus, OH and has over 12 years of experience in the finance industry. Andrew Lehman 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Kent Adams (CRD# 5366550) is an Investment Advisor Representative working at Edward Jones in Emmett, ID and has over 16 years of experience in the finance industry.
Lisa Adams (CRD# 6489237) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 7 years of experience in the finance industry.
Joseph Adriano (CRD# 6768948) is an Investment Advisor Representative working at Lpl Financial LLC in Nampa, ID and has over 7 years of experience in the finance industry.
Heather Albert (CRD# 4962091) is an Investment Advisor Representative working at Eagle Strategies LLC in Boise, ID and has over 18 years of experience in the finance industry. Heather Albert 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.
Bryant Albi (CRD# 6238361) is an Investment Advisor Representative working at Edward Jones in Meridian, ID and has over 10 years of experience in the finance industry.
Lance Altheide (CRD# 2622202) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 28 years of experience in the finance industry.
Randy Anderson (CRD# 2702160) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Boise, ID and has over 28 years of experience in the finance industry. Randy Anderson 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.
Kevin Andrews (CRD# 4681693) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 20 years of experience in the finance industry. Kevin Andrews 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.