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Distance Only Eagle, ID
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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
Garrett Smith (CRD# 5213553) is an Investment Advisor Representative working at Garrison Point Capital, LLC in Eagle, ID and has over 16 years of experience in the finance industry.
Byron Snider (CRD# 1769321) is an Investment Advisor Representative working at West Oak Capital, LLC in Eagle, ID and has over 31 years of experience in the finance industry.
Antonius Somoza (CRD# 4643280) is an Investment Advisor Representative working at West Oak Capital, LLC in Eagle, ID and has over 7 years of experience in the finance industry. Antonius Somoza 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.
Jeffrey Souza (CRD# 4148383) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Eagle, ID and has over 23 years of experience in the finance industry.
Eric Staab (CRD# 6092440) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Eagle, ID and has over 11 years of experience in the finance industry.
Tyrell Stevens (CRD# 6008662) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Eagle, ID and has over 12 years of experience in the finance industry. Tyrell Stevens 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.
Jonathan Sullivan (CRD# 5270944) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 17 years of experience in the finance industry. Jonathan Sullivan 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.
Scott Summerlin (CRD# 5304990) is an Investment Advisor Representative working at Pfg Advisors in Eagle, ID and has over 16 years of experience in the finance industry.
Joseph Thomas (CRD# 1484206) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 37 years of experience in the finance industry.
Joseph Tocchini (CRD# 2915233) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 26 years of experience in the finance industry.