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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
Cassandra Robinson (CRD# 6771407) is an Investment Advisor Representative working at D.a. Davidson & Company in Sandpoint, ID and has over 6 years of experience in the finance industry.
Mark Schiller (CRD# 4708073) is an Investment Advisor Representative working at Williams And Schiller Wealth Management, LLC in Sandpoint, ID and has over 20 years of experience in the finance industry. Mark Schiller 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.
Brad Williams (CRD# 5280450) is an Investment Advisor Representative working at Williams And Schiller Wealth Management, LLC in Sandpoint, ID and has over 16 years of experience in the finance industry.
James Zuberbuhler (CRD# 5335471) is an Investment Advisor Representative working at D.a. Davidson & Company in Sandpoint, ID and has over 16 years of experience in the finance industry.
Alyse Ehrmantrout (CRD# 6622738) is an Investment Advisor Representative working at Edward Jones in Sandpoint, ID and has over 7 years of experience in the finance industry.
Elizabeth Glazier (CRD# 7089599) is an Investment Advisor Representative working at Lpl Financial LLC in Priest River, ID and has over 4 years of experience in the finance industry.
Kenneth Kovalchuk (CRD# 7701780) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sandpoint, ID and has 1 year of experience in the finance industry.