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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.
Christ Zomaya (CRD# 5697068) is an Investment Advisor Representative working at Goldenram Capital Management, LLC in Costa Mesa, CA and has over 15 years of experience in the finance industry.
Adam Zunino (CRD# 1918553) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Costa Mesa, CA and has over 31 years of experience in the finance industry.
Randal Bressette (CRD# 825426) is an Investment Advisor Representative working at Lpl Financial LLC in Costa Mesa, CA and has over 21 years of experience in the finance industry. Randal Bressette 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.
Sylvia Ahn (CRD# 5287469) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has over 4 years of experience in the finance industry.
Stephen Bennett (CRD# 6119637) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Costa Mesa, CA and has over 11 years of experience in the finance industry.
Alicia Berniard (CRD# 7127429) is an Investment Advisor Representative working at Edward Jones in Costa Mesa, CA and has over 4 years of experience in the finance industry.
Julia Bica (CRD# 6730258) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Costa Mesa, CA and has over 7 years of experience in the finance industry.
Alan Bigdelou (CRD# 6386742) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Costa Mesa, CA and has over 9 years of experience in the finance industry.
Justin Cable (CRD# 4203240) is an Investment Advisor Representative working at Seaport Research Partners LLC in Costa Mesa, CA and has over 23 years of experience in the finance industry.
Spencer Carlson (CRD# 7212460) is an Investment Advisor Representative working at Adero Partners, LLC in Costa Mesa, CA and has over 2 years of experience in the finance industry.