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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
Jeffrey Jones (CRD# 4841877) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Idaho Falls, ID and has over 19 years of experience in the finance industry.
Shayla Kelley (CRD# 6492655) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Idaho Falls, ID and has over 8 years of experience in the finance industry.
Royal Kennard (CRD# 4377278) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Idaho Falls, ID and has over 22 years of experience in the finance industry.
Kevin King (CRD# 5427392) is an Investment Advisor Representative working at Edward Jones in Idaho Falls, ID and has over 16 years of experience in the finance industry.
Mark Klein (CRD# 6326875) is an Investment Advisor Representative working at Key Investment Services LLC in Idaho Falls, ID and has over 8 years of experience in the finance industry.
Trenton Laporte (CRD# 6488682) is an Investment Advisor Representative working at Townsquare Capital, LLC in Idaho Falls, ID and has over 8 years of experience in the finance industry.
Gary Lenon (CRD# 1975693) is an Investment Advisor Representative working at Lpl Financial LLC in Idaho Falls, ID and has over 34 years of experience in the finance industry.
Daniel McPherson (CRD# 4964802) is an Investment Advisor Representative working at Cg Advisory Services in Idaho Falls, ID and has over 18 years of experience in the finance industry. Daniel McPherson 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.
Mitchell Meng (CRD# 5229975) is an Investment Advisor Representative working at Lpl Financial LLC in Idaho Falls, ID and has over 17 years of experience in the finance industry.
Mark Minarik (CRD# 6316145) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Idaho Falls, ID and has over 9 years of experience in the finance industry.