Educators Financial Assurance

Educators Financial Assurance (CRD# 116172) is a financial advisory firm headquartered in Idaho Falls, ID. They manage $14,500,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $72,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID

Financial Advisors at Educators Financial Assurance
Showing 1 - 3 of 3 top financial advisors.
1
Olin K. Barkdull
CRD#: 1080780
Idaho Falls, ID
96
Wealthminder
score

Olin Barkdull (CRD# 1080780) is an Investment Advisor Representative working at Educators Financial Assurance in Idaho Falls, ID and has over 24 years of experience in the finance industry. Olin Barkdull 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.

2
James L. Hancock
CRD#: 2508842
Idaho Falls, ID
93
Wealthminder
score

James Hancock (CRD# 2508842) is an Investment Advisor Representative working at Educators Financial Assurance in Idaho Falls, ID and has over 23 years of experience in the finance industry.

3
James T. Hancock
CRD#: 6144258
Idaho Falls, ID
90
Wealthminder
score

James Hancock (CRD# 6144258) is an Investment Advisor Representative working at Educators Financial Assurance in Idaho Falls, ID and has over 4 years of experience in the finance industry.

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