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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Caldwell, ID

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

31 registered advisors work in Caldwell; the most are at Raymond James Financial Services Advisors, Inc. (6). 0 list the CFP designation and 25 are also registered broker representatives.

Firms with the most advisors in Caldwell

FirmAdvisors in Caldwell
Raymond James Financial Services Advisors, Inc. news6
Edward Jones news5
State Farm Investment Management Corp.4
Continental Investors Services, Inc.3
LPL Financial LLC news2
Tucker Asset Management LLC2
Advisory Alpha, LLC1
Cetera Investment Advisers LLC news1
Empower Advisory Group, LLC1
Firm Foundation Wealth Management, LLC1
Gwn Securities Inc.1
Inspire Advisors, LLC1
Katz Capital Advisors1
LPL Enterprise, LLC news1
Osaic Wealth, Inc. news1

Advisors in Caldwell, A to Z

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Other cities in Idaho

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

Questions

How many financial advisors are in Caldwell, ID?

31 investment adviser representatives are registered at firm offices in Caldwell, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 25 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Caldwell?

Raymond James Financial Services Advisors, Inc., with 6 registered advisors in Caldwell, followed by Edward Jones with 5.

How do I check a financial advisor in Caldwell?

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.