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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
Philip Hedrick (CRD# 1061047) is an Investment Advisor Representative working at Arbor Point Advisors in Sandpoint, ID and has over 31 years of experience in the finance industry.
Deborah Holmes (CRD# 4311349) is an Investment Advisor Representative working at Edward Jones in Rathdrum, ID and has over 22 years of experience in the finance industry.
Mark Jensen (CRD# 6711767) is an Investment Advisor Representative working at Gradient Advisors, LLC in Sandpoint, ID and has over 7 years of experience in the finance industry.
Thomas Kerfoot (CRD# 4485660) is an Investment Advisor Representative working at Kerfoot Wealth Management, LLC in Rathdrum, ID and has over 22 years of experience in the finance industry. Thomas Kerfoot 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.
Andrew Lee (CRD# 2588504) is an Investment Advisor Representative working at Money Concepts Advisory Service in Dover, ID and has over 29 years of experience in the finance industry.
Trudy Leen (CRD# 2235644) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Priest River, ID and has over 31 years of experience in the finance industry.
John Marcheso (CRD# 869337) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Rathdrum, ID and has over 40 years of experience in the finance industry.
Joseph Matelich (CRD# 5895375) is an Investment Advisor Representative working at Physician Advising LLC in Newport, WA and has over 13 years of experience in the finance industry.
Matthew Mire (CRD# 6971193) is an Investment Advisor Representative working at D.a. Davidson & Company in Sandpoint, ID and has over 5 years of experience in the finance industry.
Candice Nelson (CRD# 4639472) is an Investment Advisor Representative working at D.a. Davidson & Company in Sandpoint, ID and has over 19 years of experience in the finance industry.