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2 advisors near 83544
Out of 400,000+ nationwide
Teri P
Series 63, Series 65
Orofino, ID
LPL Financial
Teri Ploharz Bolling is a financial advisor with LPL Financial in Orofino, Idaho, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with LPL Financial since 2009. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households, offering a wide range of financial planning and investment management options supported by an in-house research team.
Matthew S
Series 66
Orofino, ID
Edward Jones
Matthew Sartini is a financial advisor with Edward Jones in Orofino, Idaho, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Sartini serves on the boards of the Orofino Chamber of Commerce, Clearwater Valley Hospital, and the Clearwater Valley Hospital Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of advisors and branch offices.
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2 advisors near 83544
Out of 400,000+ nationwide