Hailey, ID Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,678 advisors across 10,420 offices

Location

Hailey ID

Advisors at this office

4

Advisors at this office

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John K

Series 63, Series 66

Hailey, ID

LPL Financial

John Kendall is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with LPL Financial since 2006. Outside of his advisory work, he has a management role in a family business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering a variety of advisory and brokerage services with both discretionary and non-discretionary management options.

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

Series 63, Series 66

Hailey, ID

LPL Financial

Michael Minervini is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning from 2012 to 2021. Outside of his advisory work, Minervini serves as a part-time CFO for Socorro in Hailey, Idaho. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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Wesley W

Series 63, Series 65

Hailey, ID

LPL Financial

Wesley Wong is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining LPL Financial. Outside of his advisory role, he owns two fruit companies based in Bakersfield, California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by model portfolios, research, and various investment strategies.

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

Les M

Series 66

Hailey, ID

LPL Financial

Les Miller is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked for U.S. Bancorp Investments for five years. 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, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios, research, and diverse investment strategies.

College savings (529s, UTMA, etc.)
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