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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
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.
Jayme Orullian (CRD# 2818342) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Idaho Falls, ID and has over 19 years of experience in the finance industry.
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.
Carolyn Perez (CRD# 6940250) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Idaho Falls, ID and has over 5 years of experience in the finance industry.
Jonathan Petersen (CRD# 6498936) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 7 years of experience in the finance industry. Jonathan Petersen 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.
James Phelan (CRD# 2899890) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Blackfoot, ID and has over 26 years of experience in the finance industry.
Jill Phillips (CRD# 5676770) is an Investment Advisor Representative working at Lpl Financial LLC in Idaho Falls, ID and has over 14 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 17 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.