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7 advisors near
83530
within the area shown on the map
Out of 400,000+ nationwide
Gregory G
Series 63, Series 65
Grangeville, ID
AlphaStar Capital Management
Gregory Graves is a financial advisor at AlphaStar Capital Management with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Redhawk Wealth Advisors and NWYC. Outside of advisory work, he serves as a trainer and field representative for National Write Your Congressman, focusing on political action encouragement. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm utilizes a blend of strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models.
James R
Series 63, Series 65
Grangeville, ID
LPL Financial
James Rockwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services. Outside of his advisory work, he is a business owner of Salmon Canyon Ranch, LLC. 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 financial planning, wrap and model portfolio programs, third-party asset management access, and various institutional platforms, combining advisory services with a broad range of financial products and operational tools.
Zachary C
Series 65, Series 63
Grangeville, ID
LPL Financial
Zachary Carothers is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Monarch Marketing, Signia Capital, and Northern States, Inc. He is based in Grangeville, Idaho. 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 wide range of advisory and brokerage services, utilizing various investment strategies and technology tools to support its network of over 22,800 advisors managing more than $819 billion in discretionary assets.
Rocky H
Series 63, Series 65
Grangeville, ID
LPL Financial
Rocky Howe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2020 and spent 11 years at E.K. Riley Investments, LLC prior to that. 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.
David W
CFA®, Series 63, Series 65
Grangeville, ID
LPL Financial
David Wimer is a CFA® charterholder with 29 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2020. Prior to LPL, he was with Ek Riley Investments for 15 years and has held roles at First Allied Securities and Ragen Mackenzie Investment Services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives using a variety of discretionary and non-discretionary strategies.
John K
Series 66
Grangeville, ID
LPL Financial
John Kennedy is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at E.K. Riley Investments, LLC for six years before joining LPL Financial in 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Adam U
Series 66
Grangeville, ID
LPL Financial
Adam Uptmor is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2022 and serves as an elementary and middle school principal for the Mountain View School District, a role he has held since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools across a broad range of investment strategies.
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Finding advisors...
7 advisors near
83530
within the area shown on the map
Out of 400,000+ nationwide