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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
Robert Clausen (CRD# 1196894) is an Investment Advisor Representative working at Lpl Financial LLC in Idaho Falls, ID and has over 38 years of experience in the finance industry.
Jonathan Cline (CRD# 4386466) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Idaho Falls, ID and has over 22 years of experience in the finance industry.
Shawn Cobbley (CRD# 7032946) is an Investment Advisor Representative working at Edward Jones in Chubbuck, ID and has over 5 years of experience in the finance industry.
Matthew Colesworthy (CRD# 1246612) is an Investment Advisor Representative working at Wells Fargo Advisors in Pocatello, ID and has over 40 years of experience in the finance industry.
Jeremy Condie (CRD# 4952819) is an Investment Advisor Representative working at Global View Capital Management LLC in Idaho Falls, ID and has over 18 years of experience in the finance industry.
Jared Cook (CRD# 6815820) is an Investment Advisor Representative working at Edward Jones in Pocatello, ID and has over 6 years of experience in the finance industry.
Tracey Corta (CRD# 4849289) is an Investment Advisor Representative working at Jordan Wealth Managment in Pocatello, ID and has over 19 years of experience in the finance industry.
James Crowther (CRD# 1070088) is an Investment Advisor Representative working at Prudential Financial Planning Services in Pocatello, ID and has over 41 years of experience in the finance industry.
Lauren Dalton (CRD# 6485147) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 6 years of experience in the finance industry.
Cody Daniels (CRD# 6093280) 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. Cody Daniels 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.