Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Hailey, ID
Every SEC-registered investment adviser representative at a firm office in Hailey, with the firms that employ the most of them.
The short answer
19 registered advisors work in Hailey; the most are at LPL Financial LLC (5). 0 list the CFP designation and 14 are also registered broker representatives.
Firms with the most advisors in Hailey
| Firm | Advisors in Hailey |
|---|---|
| LPL Financial LLC news | 5 |
| Edward Jones news | 2 |
| Davis Investment Group, Ltd. | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Morgan Stanley news | 1 |
| Osaic Wealth, Inc. news | 1 |
| Redpoint Investment Advisors | 1 |
| Robert W. Baird & Co. Incorporated news | 1 |
| Rockefeller Capital Management news | 1 |
| Rw Investment Management LLC | 1 |
| Sun Valley Advisors, Inc. | 1 |
| UBS Financial Services Inc. news | 1 |
| Wells Fargo Clearing Services, LLC news | 1 |
| Wood River Consulting | 1 |
Advisors in Hailey, A to Z
Search all of Idaho →- Michael H. BeckLPL Financial LLC
- Lauren S. DavisDavis Investment Group, Ltd.
- Rob R. DriemeyerEdward Jones
- Mary B. GarrisonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Neil M. JessenSun Valley Advisors, Inc.
- John W. KendallLPL Financial LLC
- Thomas G. LenzeOsaic Wealth, Inc.
- Les J. MillerLPL Financial LLC
- Michael J. MinerviniLPL Financial LLC
- Jason R. ParrishRedpoint Investment Advisors
- Vicki E. PatmanWells Fargo Clearing Services, LLC
- James W. Perkins IIRobert W. Baird & Co. Incorporated
- Jenni L. RileyUBS Financial Services Inc.
- Shelley L. SeibelEdward Jones
- Douglas E. StrandMorgan Stanley
- Steven E. SundbergWood River Consulting
- Brian VanderwystRw Investment Management LLC
- Stephen E. WhiteRockefeller Capital Management
- Wesley WongLPL Financial LLC
Other cities in Idaho
All of Idaho →Boise 546Meridian 223Eagle 177Idaho Falls 126Coeur D'Alene 104Pocatello 60Twin Falls 54Nampa 47Ketchum 39Caldwell 31Lewiston 29Hayden 28Rexburg 24Sandpoint 22Moscow 20Post Falls 20Blackfoot 16Coeur D Alene 16Ammon 15Star 14Burley 12Garden City 11Driggs 9Middleton 9
Questions
How many financial advisors are in Hailey, ID?
19 investment adviser representatives are registered at firm offices in Hailey, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Hailey?
LPL Financial LLC, with 5 registered advisors in Hailey, followed by Edward Jones with 2.
How do I check a financial advisor in Hailey?
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.