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Logan M

Series 66

Boise, ID

LPL Financial

Logan Miller is a financial advisor with LPL Financial in Boise, ID. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to joining the firm, he was a student for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios, research, and various technology-driven strategies.

College savings (529s, UTMA, etc.)
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Lisa D

Series 66

Boise, ID

LPL Financial

Lisa Derig is a financial advisor with LPL Financial in Boise, ID, holding a Series 66 designation and 25 years of industry experience. She previously worked at Wells Fargo Advisors for 10 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs alongside brokerage services, utilizing model portfolios, third-party research, and various management options.

College savings (529s, UTMA, etc.)
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Bart L

Series 65, Series 66

Boise, ID

LPL Financial

Bart Leach is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He previously worked for Wells Fargo Advisors for 10 years before joining LPL Financial in 2024. Leach is the sole owner of HAT, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Robert H

Series 63, Series 65

Boise, ID

LPL Financial

Robert Hayes Jr. is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Wells Fargo Advisors for 10 years. He is the sole owner of Gull Reef LLC, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management strategies.

College savings (529s, UTMA, etc.)
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Jacob A

Series 63, Series 66

Boise, ID

LPL Financial

Jacob Avenius is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial and Mountain America Credit Union in multiple roles since 2017, as well as Edward Jones from 2019 to 2022. His background also includes work at Rexburg Rehabilitation and BYU-Idaho. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and multiple portfolio options.

College savings (529s, UTMA, etc.)
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Paul N

Series 63, Series 66

Boise, ID

LPL Financial

Paul Norman is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors for 10 years before joining LPL Financial in 2024. Outside of his advisory role, he is the sole owner of The Beach LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Michael B

CFA®, Series 63, Series 65

Boise, ID

LPL Financial

Michael Billings is a CFA® charterholder and holds Series 63 and 65 licenses, currently advising at LPL Financial with 22 years of industry experience. He previously worked for Wells Fargo Advisors for 10 years before joining LPL Financial. Billings is the sole owner of Grant Street LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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