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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oldtown, ID

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

The short answer

1 registered advisors work in Oldtown; the most are at Cambridge Investment Research Advisors, Inc. (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Oldtown

FirmAdvisors in Oldtown
Cambridge Investment Research Advisors, Inc. news1

Advisors in Oldtown, A to Z

Search all of Idaho →

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 Oldtown, ID?

1 investment adviser representatives are registered at firm offices in Oldtown, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Oldtown?

Cambridge Investment Research Advisors, Inc., with 1 registered advisors in Oldtown.

How do I check a financial advisor in Oldtown?

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.