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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mountain Home, ID

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

8 registered advisors work in Mountain Home; the most are at Edward Jones (3). 1 list the CFP designation and 8 are also registered broker representatives.

Firms with the most advisors in Mountain Home

FirmAdvisors in Mountain Home
Edward Jones news3
LPL Financial LLC news3
Empower Advisory Group, LLC1
J.P. Morgan Securities LLC news1

Advisors in Mountain Home, A to Z

CFP advisors in Mountain Home →

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 Mountain Home, ID?

8 investment adviser representatives are registered at firm offices in Mountain Home, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Mountain Home?

Edward Jones, with 3 registered advisors in Mountain Home, followed by LPL Financial LLC with 3.

How do I check a financial advisor in Mountain Home?

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.