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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
Donald Montgomery (CRD# 4488533) is an Investment Advisor Representative working at Lpl Financial LLC in Clarkston, WA and has over 21 years of experience in the finance industry.
Jeffrey Nesset (CRD# 728419) is an Investment Advisor Representative working at D.a. Davidson & Company in Lewiston, ID and has over 42 years of experience in the finance industry. Jeffrey Nesset 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.
Jeremy Nesset (CRD# 5156190) is an Investment Advisor Representative working at D.a. Davidson & Company in Lewiston, ID and has over 17 years of experience in the finance industry.
Andrew Nicholas (CRD# 6430765) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Moscow, ID and has over 9 years of experience in the finance industry.
Kaitlyn Pimienta (CRD# 6557711) is an Investment Advisor Representative working at Edward Jones in Lewiston, ID and has over 6 years of experience in the finance industry.
Riley Powe (CRD# 6263473) is an Investment Advisor Representative working at D.a. Davidson & Company in Lewiston, ID and has over 9 years of experience in the finance industry.
Bradley Rice (CRD# 5153818) is an Investment Advisor Representative working at D.a. Davidson & Company in Lewiston, ID and has over 17 years of experience in the finance industry.
Dean Roy (CRD# 3111810) is an Investment Advisor Representative working at Edward Jones in Lewiston, ID and has over 25 years of experience in the finance industry.
Rusty Schatz (CRD# 5538196) is an Investment Advisor Representative working at D.a. Davidson & Company in Moscow, ID and has over 15 years of experience in the finance industry.
Ryan Skinner (CRD# 4466041) is an Investment Advisor Representative working at Elite Financial, Inc. in Lewiston, ID and has over 22 years of experience in the finance industry.