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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Burley, ID

Every SEC-registered investment adviser representative at a firm office in Burley, with the firms that employ the most of them.

12 registered advisors work in Burley; the most are at Edward Jones (4). 0 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in Burley

FirmAdvisors in Burley
Edward Jones news4
LPL Financial LLC news2
Legacy Wealth Management, LLC2
Cetera Investment Advisers LLC news1
Rightoak Asset Management, LLC1
State Farm Investment Management Corp.1
Wells Fargo Advisors Financial Network, LLC news1

Advisors in Burley, A to Z

Search all of Idaho →

Other cities in Idaho

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Boise 568Meridian 225Eagle 202Idaho Falls 131Coeur D'Alene 107Pocatello 59Twin Falls 58Nampa 54Ketchum 46Caldwell 32Lewiston 31Hayden 27Rexburg 25Moscow 22Sandpoint 22Hailey 19Post Falls 18Blackfoot 16Ammon 15Coeur D Alene 15Garden City 12Star 11Grangeville 9Emmett 8

Questions

How many financial advisors are in Burley, ID?

12 investment adviser representatives are registered at firm offices in Burley, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Burley?

Edward Jones, with 4 registered advisors in Burley, followed by LPL Financial LLC with 2.

How do I check a financial advisor in Burley?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.