Joseph Dalipio Egusquiza

Current Employers

Employment History

• 05/2024 → Present
  Parker Advisors
  Homedale, ID
• 05/2023 → 07/2023
  Parker Advisors
  Homedale, ID
• 06/2022 → 08/2022
  Asumendi & Kincheloe
  Nampa, ID
• 08/2021 → Present
  University Of Idaho
  Moscow, ID
• 05/2014 → 08/2021
  Unemployed
  Homedale, ID
• 06/2024 → 09/2025
  Avantax Investment Services Inc.
  Homedale, ID
• 06/2024 → 09/2025
  Avantax Advisory Services
  Homedale, ID
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Homedale, ID
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-09-27 → 2025-09-05
  Avantax Advisory Services
  Homedale, ID
  Dallas, TX

Other Businesses

1) TAX FREEDOM BUILDERS; POSITION: Contributor NATURE: Our goal through Tax Freedom Builders is to help educate potential wealth management clients regarding tax smart strategies and proactive financial planning. Tax Freedom Builders will offer a tiered fee for plan program. In this program three types of financial plans will be offered varying in scope and complexity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 04/09/2025; ADDRESS: 19 E Wyoming Ave, PO BOX 905, Homedale ID 83628, United States; DESCRIPTION: My duties involve curating educational content, building networks with potential clients, maintain a consistent brand voice across all platforms, including social media, blogs, and potential client communications. Our financial plans fall into 3 primary categories. Each of them are listed below along with a brief outline of what will be provided. Level 1: Foundational Principles The bedrock of financial success, ensuring stability and strength. Level 2: Framework for Success The structured approach to building and sustaining wealth Retirement Strategies, Retirement Distribution Strategies, Scenario Analysis Reports, Tax Planning, Tax-Optimized Strategies, Insurance Needs Analysis. Level 3: Build for Generations Emphasizing longevity, legacy, and financial durability. Comprehensive Insurance Planning, Conservation, Legacy Planning, Trust Integration. Charitable Giving, Executive Compensation Planning, Business Owner Services. 2)PARKER ADVISORS POSITION: Associate Advisor NATURE: Assisting with the financial planning and investment management process by executing and maintaining the details of assigned client investment plans and servicing their needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 96 START DATE: 01/01/2025 ADDRESS: 19 E Wyoming Ave, Homedale ID 83628, United States DESCRIPTION: Duties and responsibilities will include meeting with clients and prospects and documenting client interactions, preparing reports and other material for meetings, and completing follow up work after meetings, assistance in model portfolio design, administrative tasks and assisting clients with paperwork, forms and special requests.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-27

Other Names

• Joseph D'ALipio Egusquiza