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Dana S
Series 63, Series 65
Dalton Gardens, ID
LPL Financial
Dana Specht is a financial advisor with LPL Financial holding Series 63 and Series 65 designations and 32 years of industry experience. Prior to joining LPL Financial in 2020, Dana worked at Wells Fargo Clearing from 2016 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Charles S
Series 63, Series 65
Dalton Gardens, ID
LPL Financial
Charles Specht is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2020 and previously at Wells Fargo Clearing from 2016 to 2019. Outside of advising, he serves as a Republican Precinct Committeeman for Kootenai County and operates an Amazon storefront business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using various discretionary and non-discretionary strategies.
Janice M
Series 63, Series 66
Dalton Gardens, ID
LPL Financial
Janice Myers is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Myers operates under the business name Clarity Wealth Strategies in Dalton Gardens, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.
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