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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
Lesley Atchley (CRD# 1508722) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coeur D'alene, ID and has over 34 years of experience in the finance industry. Lesley Atchley 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.
Brian Babb (CRD# 4808735) is an Investment Advisor Representative working at Financial Advocates Investment Management in Hayden, ID and has over 18 years of experience in the finance industry.
Todd Banducci (CRD# 2536067) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Post Falls, ID and has over 29 years of experience in the finance industry.
Paul Barone (CRD# 702974) is an Investment Advisor Representative working at D.a. Davidson & Company in Coeur d'Alene, ID and has over 44 years of experience in the finance industry.
Stephanie Bates (CRD# 2821379) is an Investment Advisor Representative working at Alliant Securities, Inc. Turner, Nord, Kienbaum in Liberty Lake, WA and has over 27 years of experience in the finance industry.
Michael Bayley (CRD# 2930006) is an Investment Advisor Representative working at Lpl Financial LLC in Coeur d'Alene, ID and has over 26 years of experience in the finance industry.
Ladonna Beaumont (CRD# 2642718) is an Investment Advisor Representative working at Cuso Financial Services in Post Falls, ID and has over 25 years of experience in the finance industry.
Heather Bloom (CRD# 5411303) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Coeur d'Alene, ID and has over 13 years of experience in the finance industry.
Heather Bolster (CRD# 4071930) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Coeur d'Alene, ID and has over 19 years of experience in the finance industry.
Matthew Borders (CRD# 4702310) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane Valley, WA and has over 19 years of experience in the finance industry.