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Distance Only Meridian, ID
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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
Sean West (CRD# 5400222) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Meridian, ID and has over 16 years of experience in the finance industry. Sean West 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.
William Westfall (CRD# 6609370) is an Investment Advisor Representative working at Edward Jones in Meridian, ID and has over 8 years of experience in the finance industry.
George Williams (CRD# 5850309) is an Investment Advisor Representative working at Inspire Advisors, LLC in Meridian, ID and has over 15 years of experience in the finance industry.
Richard Wilson (CRD# 3056011) is an Investment Advisor Representative working at Pfg Advisors in Meridian, ID and has over 25 years of experience in the finance industry.
Robert Wilson (CRD# 3169745) is an Investment Advisor Representative working at Pfg Advisors in Meridian, ID and has over 25 years of experience in the finance industry.
James Wolfe (CRD# 2232774) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Meridian, ID and has over 31 years of experience in the finance industry.
William Woodyard (CRD# 824575) is an Investment Advisor Representative working at Inspire Advisors, LLC in Meridian, ID and has over 24 years of experience in the finance industry. William Woodyard 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.
Timothy Zadzora (CRD# 5653939) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Meridian, ID and has over 15 years of experience in the finance industry.
Phillip Harris (CRD# 4264832) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Meridian, ID and has over 23 years of experience in the finance industry.