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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
William Wright (CRD# 3185309) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane Valley, WA and has over 25 years of experience in the finance industry.
Peter Zeman (CRD# 6876573) is an Investment Advisor Representative working at Edward Jones in Post Falls, ID and has over 6 years of experience in the finance industry.
Theresa Zimmerman (CRD# 6822817) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Hayden, ID and has over 6 years of experience in the finance industry.
James Zuberbuhler (CRD# 5335471) is an Investment Advisor Representative working at D.a. Davidson & Company in Sandpoint, ID and has over 16 years of experience in the finance industry.
Taylor Demars (CRD# 6733554) is an Investment Advisor Representative working at Demars Financial Group LLC in Spokane Valley, WA and has over 4 years of experience in the finance industry. Taylor Demars 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.
Mason Adams (CRD# 6852988) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane Valley, WA and has over 4 years of experience in the finance industry.
Chelsea Amann (CRD# 7426802) is an Investment Advisor Representative working at Lpl Financial LLC in Coeur d'Alene, ID and has over 2 years of experience in the finance industry.
Tyler Anderl (CRD# 6714980) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Coeur d'Alene, ID and has over 4 years of experience in the finance industry.
Robert Astin (CRD# 7888053) is an Investment Advisor Representative working at Pacific Wealth Advisory, LLC in Spokane Valley, WA and has 1 year of experience in the finance industry.
Jarad Balch (CRD# 7837523) is an Investment Advisor Representative working at D.a. Davidson & Company in Coeur d'Alene, ID and has 1 year of experience in the finance industry.