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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
Lorayne Newton (CRD# 2748763) is an Investment Advisor Representative working at Wells Fargo Advisors in Idaho Falls, ID and has over 18 years of experience in the finance industry.
Juan Oldham (CRD# 4877596) is an Investment Advisor Representative working at Lpl Financial LLC in Idaho Falls, ID and has over 19 years of experience in the finance industry.
Michael Onkes (CRD# 5076508) is an Investment Advisor Representative working at Private Advisor Group, LLC in Idaho Falls, ID and has over 17 years of experience in the finance industry. Michael Onkes 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.
Brandon Peebles (CRD# 4367260) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Idaho Falls, ID and has over 20 years of experience in the finance industry.
Matthew Porter (CRD# 4680665) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Idaho Falls, ID and has over 16 years of experience in the finance industry. Matthew Porter 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.
Alex Purcell (CRD# 6416672) is an Investment Advisor Representative working at D.a. Davidson & Company in Idaho Falls, ID and has over 9 years of experience in the finance industry. Alex Purcell 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.
Jesse Rauma (CRD# 6823981) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Idaho Falls, ID and has over 6 years of experience in the finance industry.
Matthew Rice (CRD# 6787282) is an Investment Advisor Representative working at Edward Jones in Idaho Falls, ID and has over 5 years of experience in the finance industry.
Jennifer Ruhter (CRD# 5987358) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ammon, ID and has over 12 years of experience in the finance industry.
Michael Schjeldahl (CRD# 2968076) is an Investment Advisor Representative working at Wells Fargo Advisors in Idaho Falls, ID and has over 25 years of experience in the finance industry.