Dalton Gardens, ID Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,678 advisors across 10,430 offices

Location

Dalton Gardens ID

Advisors at this office

3

Advisors at this office

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Dana S

Series 63, Series 65

Dalton Gardens, ID

LPL Financial

Dana Specht is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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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 30 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Specht is active as a FINRA arbitrator, serves as a Republican precinct committeeman in Kootenai County, Idaho, and operates an Amazon storefront business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and retirement plan consulting while offering both discretionary and non-discretionary portfolio management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Janice M

Series 63, Series 66

Dalton Gardens, ID

LPL Financial

Janice Myers is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining LPL Financial in 2021. 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 plan consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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