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Distance Only Meridian, 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
Michael Heinen (CRD# 7683853) is an Investment Advisor Representative working at Edward Jones in Meridian, ID and has 1 year of experience in the finance industry.
Shane Heinrich (CRD# 7788471) is an Investment Advisor Representative working at Edward Jones in Meridian, ID and has 1 year of experience in the finance industry.
Richard Hurst (CRD# 2225575) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Meridian, ID and has over 32 years of experience in the finance industry.
Wendy Larson (CRD# 7288532) is an Investment Advisor Representative working at Primerica Advisors in Meridian, ID and has over 3 years of experience in the finance industry.
Sarah Lipking-Monard (CRD# 6331535) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Meridian, ID and has over 3 years of experience in the finance industry.
Janelle Mancha (CRD# 7643756) is an Investment Advisor Representative working at Edward Jones in Meridian, ID and has 1 year of experience in the finance industry.
Daniel Mastrolonardo (CRD# 7890054) is an Investment Advisor Representative working at Inspire Investing, LLC in Meridian, ID and has 1 year of experience in the finance industry.
Derek Mauldin (CRD# 7189027) is an Investment Advisor Representative working at Inspire Advisors, LLC in Meridian, ID and has over 4 years of experience in the finance industry.
Jacob McCarney (CRD# 4824501) is an Investment Advisor Representative working at Next Level Wealth Planning, LLC in Meridian, ID and has over 19 years of experience in the finance industry. Jacob McCarney 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.
Drew McCurdy (CRD# 7786003) is an Investment Advisor Representative working at Desert Rose Capital Management, Inc. in Meridian, ID and has 1 year of experience in the finance industry.