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Kimberly D

Series 66

Coeur D'Alene, ID

LPL Financial

Kimberly Durbin is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Kestra Advisory, Kestra Investment Services, and Wells Fargo Advisors. She is also a licensed real estate agent and notary in Coeur d'Alene, Idaho. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Joshua M

Series 66

Coeur D'Alene, ID

LPL Financial

Joshua Miller is a financial advisor at LPL Financial with Series 66 credentials and three years of experience at the firm. He has prior experience at Silver Pine Wealth Management and a 15-year tenure at Tobler Marina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

College savings (529s, UTMA, etc.)
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Jason J

Series 63, Series 65

Coeur D'Alene, ID

LPL Financial

Jason Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. Outside of his advisory role, he is a part-owner of Teemu-BBQ LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services, combining proprietary research with third-party strategies across discretionary and non-discretionary management options.

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

CFP®, Series 66

Coeur D'Alene, ID

LPL Financial

James Durbin Jr. is a CFP® professional with 18 years of industry experience, currently associated with LPL Financial. His career includes prior roles at Kestra Advisory, Kestra Investment Services, and Wells Fargo Advisors. He is involved with Durbin Enterprises LLC, which supports his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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