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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.
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
Keeshawn Andrew (CRD# 5891266) is an Investment Advisor Representative working at Primerica Advisors in Artesia, CA and has over 12 years of experience in the finance industry.
Ryan Chau (CRD# 5758359) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Artesia, CA and has over 14 years of experience in the finance industry.
Allan Kam (CRD# 3036181) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Artesia, CA and has over 23 years of experience in the finance industry.
Steven Kang (CRD# 4029114) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Artesia, CA and has over 24 years of experience in the finance industry.
Dwight Nakata (CRD# 4027120) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Artesia, CA and has over 24 years of experience in the finance industry. Dwight Nakata 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.
Yan Zhang (CRD# 6369180) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Artesia, CA and has over 9 years of experience in the finance industry.
Cheng Li (CRD# 7365551) is an Investment Advisor Representative working at Svl Investment Management in Artesia, CA and has 1 year of experience in the finance industry.
Mike Park (CRD# 5659198) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Artesia, CA and has over 15 years of experience in the finance industry.