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Michael E

Series 66

Boise, ID

LPL Financial

Michael Everett is a financial advisor with LPL Financial in Boise, ID, holding a Series 66 designation and 24 years of industry experience. His prior firms include Invest Financial Corp., D.A. Davidson & Co., and Morgan Stanley DW Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, combining advisory services with various non-advisory financial products and partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan M

CFA®, Series 63

Boise, ID

LPL Financial

Ryan Morris is a CFA® charterholder and Series 63 licensee with 22 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corp and First Montauk Securities Corp. His other business activities include involvement with SELKIRK CAPITAL INC and the website www.idahoinvests.com, both related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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