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Distance Only Pocatello, 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
Heather Staples (CRD# 5575201) is an Investment Advisor Representative working at Edward Jones in Pocatello, ID and has over 6 years of experience in the finance industry.
Melinda Tuia (CRD# 6959477) is an Investment Advisor Representative working at Jordan Wealth Managment in Pocatello, ID and has over 6 years of experience in the finance industry.
Anthony Wadsworth (CRD# 1032008) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pocatello, ID and has over 34 years of experience in the finance industry.
Rebecca Walls (CRD# 5792062) is an Investment Advisor Representative working at Edward Jones in Pocatello, ID and has over 10 years of experience in the finance industry.
Jesse Ward (CRD# 5654482) is an Investment Advisor Representative working at Lpl Financial LLC in Pocatello, ID and has over 14 years of experience in the finance industry.
Douglas Woolley (CRD# 5630716) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pocatello, ID and has over 15 years of experience in the finance industry.
Trent Yost (CRD# 3070236) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Pocatello, ID and has over 25 years of experience in the finance industry. Trent Yost 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.
Miquelynn Alvarez (CRD# 7113706) is an Investment Advisor Representative working at Edward Jones in Pocatello, ID and has 1 year of experience in the finance industry.
Ashley Anderson (CRD# 6988638) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 3 years of experience in the finance industry.
Andrew Cortez (CRD# 7540664) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 2 years of experience in the finance industry.