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4 advisors near 83805
Out of 400,000+ nationwide
Mark D
Series 66
Bonners Ferry, ID
Independent Financial Group, LLC
Mark Dobrilovic is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Independent Financial Group since 2012. Outside of his advisory role, Dobrilovic is involved in tax preparation and accounting through North Idaho Tax and Financial, a firm he owns with his son, and he holds ownership positions in several business ventures including a marketing DBA and a tax services holding company. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs via its AccessPoint platform and third-party asset managers.
Merle A
Series 66
Bonners Ferry, ID
Edward Jones
Merle Ansley is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Mountain West Bank from 2012 to 2017. Outside of his advisory role, Ansley serves as a board member and Chairman of the Planning Committee for Boundary Community Hospital in Bonners Ferry, Idaho. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Samantha Y
Series 66
Bonners Ferry, ID
Edward Jones
Samantha Young is a financial advisor at Edward Jones in Bonners Ferry, Idaho, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones, she worked at Mountain West Bank for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of investment strategies and affiliated capabilities, supported by a large network of financial advisors and branch offices across the country.
Kevin C
Series 63, Series 66
Bonners Ferry, ID
Edward Jones
Kevin Callos is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he co-owns a small business focused on archery arrow repair called The Broken Arrow. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.
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4 advisors near 83805
Out of 400,000+ nationwide