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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Daniel Horgan (CRD# 1620034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.
Brian Brummell (CRD# 3087263) is an Investment Advisor Representative working at Accelerate Retirement in Aliso Viejo, CA and has over 25 years of experience in the finance industry.
John Buckingham (CRD# 2593935) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Aliso Viejo, CA and has over 29 years of experience in the finance industry.
Carmencita Calaway (CRD# 4598089) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Aliso Viejo, CA and has over 20 years of experience in the finance industry.
Anthony Cardinal (CRD# 1907461) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 35 years of experience in the finance industry.
Eric Carlson (CRD# 6148345) is an Investment Advisor Representative working at Accelerate Retirement in Aliso Viejo, CA and has over 10 years of experience in the finance industry. Eric Carlson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Glenn Cassidy (CRD# 4193108) is an Investment Advisor Representative working at Accelerate Retirement in Aliso Viejo, CA and has over 18 years of experience in the finance industry.
Nancy Challenger (CRD# 1377977) is an Investment Advisor Representative working at Challenger Wealth Management in Aliso Viejo, CA and has over 38 years of experience in the finance industry.
Rajer Choobak (CRD# 5850950) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Aliso Viejo, CA and has over 13 years of experience in the finance industry.
Jason Clark (CRD# 4502341) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Aliso Viejo, CA and has over 21 years of experience in the finance industry.
Jonathan Coombs (CRD# 6448182) is an Investment Advisor Representative working at Flexpath Strategies in Aliso Viejo, CA and has over 8 years of experience in the finance industry.