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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
Michael Otis (CRD# 1495788) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Spokane Valley, WA and has over 38 years of experience in the finance industry.
Mark Patton (CRD# 4064292) is an Investment Advisor Representative working at Lpl Financial LLC in Hayden, ID and has over 24 years of experience in the finance industry.
Joseph Petrusek (CRD# 3132413) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hayden, ID and has over 25 years of experience in the finance industry.
Scott Pimentel (CRD# 5786800) is an Investment Advisor Representative working at Lpl Financial LLC in Couer D'alene, ID and has over 13 years of experience in the finance industry.
Daniel Pinkerton (CRD# 2128422) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Coeur D'alene, ID and has over 33 years of experience in the finance industry. Daniel Pinkerton 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.
Gary Pinkerton (CRD# 4452995) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Coeur D'alene, ID and has over 22 years of experience in the finance industry. Gary Pinkerton 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.
Charles Potter (CRD# 1402536) is an Investment Advisor Representative working at Simple Wealth LLC in Liberty Lake, WA and has over 38 years of experience in the finance industry.
Joshua Potter (CRD# 2633991) is an Investment Advisor Representative working at Simple Wealth LLC in Liberty Lake, WA and has over 26 years of experience in the finance industry.
Jessie Queniart-Ingram (CRD# 6146790) is an Investment Advisor Representative working at Lpl Financial LLC in Couer D'alene, ID and has over 7 years of experience in the finance industry.
David Reseska (CRD# 4015104) is an Investment Advisor Representative working at Edward Jones in Sandpoint, ID and has over 24 years of experience in the finance industry.