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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
Matthew Holloway (CRD# 5911275) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Nampa, ID and has over 6 years of experience in the finance industry.
Melissa Howard (CRD# 5322398) is an Investment Advisor Representative working at Edward Jones in Nampa, ID and has 1 year of experience in the finance industry.
Julian Sandoval (CRD# 7704686) is an Investment Advisor Representative working at Edward Jones in Nampa, ID and has 1 year of experience in the finance industry.
Gail Van Patten (CRD# 6945865) is an Investment Advisor Representative working at Edward Jones in Nampa, ID and has 1 year of experience in the finance industry.
Kent Adams (CRD# 5366550) is an Investment Advisor Representative working at Edward Jones in Emmett, ID and has over 16 years of experience in the finance industry.
Lisa Adams (CRD# 6489237) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 7 years of experience in the finance industry.
Johanna Adleson (CRD# 5263358) is an Investment Advisor Representative working at Libra Wealth LLC in Los Gatos, CA and has over 16 years of experience in the finance industry.
Heather Albert (CRD# 4962091) is an Investment Advisor Representative working at Eagle Strategies LLC in Boise, ID and has over 18 years of experience in the finance industry. Heather Albert 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.
Bryant Albi (CRD# 6238361) is an Investment Advisor Representative working at Edward Jones in Meridian, ID and has over 10 years of experience in the finance industry.
Lance Altheide (CRD# 2622202) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 28 years of experience in the finance industry.