-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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.
Richard Dutrisac (CRD# 2123678) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Costa Mesa, CA and has over 33 years of experience in the finance industry.
Andrew Evans (CRD# 5952687) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 12 years of experience in the finance industry. Andrew Evans 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.
Christopher Faris (CRD# 1918608) is an Investment Advisor Representative working at Avantax Advisory Services in Costa Mesa, CA and has over 32 years of experience in the finance industry.
William Farraj (CRD# 3132592) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Costa Mesa, CA and has over 25 years of experience in the finance industry.
Phillip Faubert (CRD# 3033978) is an Investment Advisor Representative working at Commonwealth Financial Network in Costa Mesa, CA and has over 25 years of experience in the finance industry.
Craig Fein (CRD# 4744027) is an Investment Advisor Representative working at Cuso Financial Services in Costa Mesa, CA and has over 20 years of experience in the finance industry.
Katherine Flores (CRD# 1064168) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Costa Mesa, CA and has over 39 years of experience in the finance industry.
Lauren Gage (CRD# 5755111) is an Investment Advisor Representative working at Lpl Financial LLC in Costa Mesa, CA and has over 8 years of experience in the finance industry.
James Gilmore (CRD# 4811922) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Costa Mesa, CA and has over 19 years of experience in the finance industry. James Gilmore 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.
Jeffrey Golan (CRD# 2070208) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has over 32 years of experience in the finance industry.