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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
Nicholas Rossolillo (CRD# 5381493) is an Investment Advisor Representative working at Concinnus Financial, Inc. in Post Falls, ID and has over 11 years of experience in the finance industry.
Danny Taylor (CRD# 1293484) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Post Falls, ID and has over 29 years of experience in the finance industry. Danny Taylor 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.
Peter Zeman (CRD# 6876573) is an Investment Advisor Representative working at Edward Jones in Post Falls, ID and has over 6 years of experience in the finance industry.
James Carter (CRD# 7742496) is an Investment Advisor Representative working at Cuso Financial Services, LP in Post Falls, ID and has 1 year of experience in the finance industry.
Eric Martin (CRD# 7120716) is an Investment Advisor Representative working at Concinnus Financial, Inc. in Post Falls, ID and has over 4 years of experience in the finance industry.
Molly Martin (CRD# 7211898) is an Investment Advisor Representative working at Concinnus Financial, Inc. in Post Falls, ID and has over 4 years of experience in the finance industry.
Michelle Vaughn (CRD# 5428427) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Post Falls, ID and has over 15 years of experience in the finance industry.
Eric Stutzman (CRD# 5310745) is an Investment Advisor Representative working at Selkirk Wealth Advisors, LLC in Spokane, WA and has over 15 years of experience in the finance industry. Eric Stutzman 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.
Jonathan Abdallah (CRD# 7057448) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Spokane, WA and has over 5 years of experience in the finance industry.
Kathleen Absec (CRD# 1341565) is an Investment Advisor Representative working at D.a. Davidson & Company in Coeur d'Alene, ID and has over 26 years of experience in the finance industry.