Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Meridiam, ID
Every SEC-registered investment adviser representative at a firm office in Meridiam, with the firms that employ the most of them.
4 registered advisors work in Meridiam; the most are at Osaic Institutions, Inc. (4). 0 list the CFP designation and 3 are also registered broker representatives.
Firms with the most advisors in Meridiam
| Firm | Advisors in Meridiam |
|---|---|
| Osaic Institutions, Inc. news | 4 |
Advisors in Meridiam, A to Z
Search all of Idaho →- Lora G. LakatosOsaic Institutions, Inc.
- Sandra M. PennerOsaic Institutions, Inc.
- Melody RoyerOsaic Institutions, Inc.
- Aaron L. WilliamsonOsaic Institutions, Inc.
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 20Hailey 18Blackfoot 16Coeur D Alene 16Ammon 15Star 14Burley 12Garden City 11Driggs 9
Questions
How many financial advisors are in Meridiam, ID?
4 investment adviser representatives are registered at firm offices in Meridiam, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Meridiam?
Osaic Institutions, Inc., with 4 registered advisors in Meridiam.
How do I check a financial advisor in Meridiam?
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.