How to Apply
Getting licensed as a Investment Advisor in Idaho starts with meeting the educational prerequisites set by the ID licensing authority. Once you have completed your training, you will need to register for and pass the Series 65 or Series 66 Exam. After passing, submit your application along with all required documents to the Idaho state board.
Requirements
The Idaho licensing board sets clear requirements for aspiring Investment Advisor professionals. These include age verification (minimum 18), completion of state-approved education, and passing the Series 65 or Series 66 Exam. ID also requires a thorough background investigation and may request additional documentation depending on your specific circumstances.
Fees & Costs
Obtaining your Investment Advisor license in Idaho requires a financial investment. The base licensing fee in ID is $500, which includes application processing and credential verification. Exam registration fees are separate and vary by testing center. Budget for approximately $650 total when accounting for all associated costs in Idaho.
License Fee Calculator — Investment Advisor in Idaho
Renewal Process
Idaho requires Investment Advisor license holders to renew their credentials every 1 year. The renewal fee is $350 in ID. Continuing education requirements must be met before the renewal application is submitted. Idaho offers both online and mail-in renewal options for licensed professionals.
License Expiry Calculator — Investment Advisor in ID
Enter your license issue date to see when renewal is due. Idaho requires renewal every 1 year.
Additional Information
Working as a Investment Advisor in Idaho offers numerous opportunities for career growth and professional development. ID has a robust job market for licensed professionals in this field. The state board actively works to streamline the licensing process while maintaining rigorous standards. Idaho also participates in interstate licensing compacts, which may facilitate practice across state lines for qualified Investment Advisor professionals.
Document Checklist — Investment Advisor
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Frequently Asked Questions
License Reciprocity: Can I Use My Idaho Investment Advisor License in Other States?
Reciprocity varies by state. Always verify with the destination state's licensing board before practicing.
| Destination State | Reciprocity | Notes |
|---|---|---|
| Alaska (AK) | Partial | AK requires additional exam or paperwork for ID license holders. |
| Alabama (AL) | Full | AL accepts ID Investment Advisor license via reciprocity agreement. |
| Arizona (AZ) | Partial | AZ requires additional exam or paperwork for ID license holders. |
| Arkansas (AR) | Full | AR accepts ID Investment Advisor license via reciprocity agreement. |
| Colorado (CO) | Full | CO accepts ID Investment Advisor license via reciprocity agreement. |
| Delaware (DE) | Full | DE accepts ID Investment Advisor license via reciprocity agreement. |
| California (CA) | Partial | CA requires additional exam or paperwork for ID license holders. |
| Florida (FL) | Partial | FL requires additional exam or paperwork for ID license holders. |
Where to File Locally in Idaho
Visit a licensing department office near you for in-person assistance.
Boise
700 W State St, Boise, ID 83702
(208) 334-3233
Mon-Fri 8:00 AM - 5:00 PM
Idaho Falls
308 2nd Ave E, Idaho Falls, ID 83402
(208) 529-1350
Mon-Fri 8:00 AM - 5:00 PM
Meridian
33 E Broadway Ave, Meridian, ID 83642
(208) 888-4433
Mon-Fri 8:00 AM - 5:00 PM
Nampa
411 3rd St S, Nampa, ID 83651
(208) 468-5400
Mon-Fri 8:00 AM - 5:00 PM
Pocatello
911 N 7th Ave, Pocatello, ID 83201
(208) 234-6100
Mon-Fri 8:00 AM - 5:00 PM
Official Idaho Resources
Always verify requirements directly with the Idaho state board. Regulations may change.
Idaho Licensing Board
https://ibol.idaho.gov
Contact Phone
(208) 334-3233
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US License Guide is a private informational resource and is not affiliated with, endorsed by, or connected to any federal, state, or local government agency. The information provided on this website is for general guidance purposes only and should not be considered legal or professional advice. Licensing requirements, fees, and procedures may change without notice. Always verify current requirements directly with your state's official licensing board before making any decisions. Use of this site does not create any professional-client relationship.