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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.
Luke Achay (CRD# 5233519) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newport Beach, CA and has over 17 years of experience in the finance industry. Luke Achay 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.
John Acierno (CRD# 2806759) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 27 years of experience in the finance industry.
Alejandro Acosta (CRD# 6759945) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carson, CA and has over 7 years of experience in the finance industry.
Jonathan Acosta (CRD# 5984521) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 12 years of experience in the finance industry.
James Adam (CRD# 4986401) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 18 years of experience in the finance industry.
Ralph Adamo (CRD# 1624126) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Newport Beach, CA and has over 30 years of experience in the finance industry.
Dave Adams (CRD# 6223212) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Long Beach, CA and has over 10 years of experience in the finance industry.
Hampton Adams (CRD# 1860368) is an Investment Advisor Representative working at Seia in Newport Beach, CA and has over 16 years of experience in the finance industry.
June Adams (CRD# 2710593) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 28 years of experience in the finance industry.
Lorraine Adams (CRD# 4272006) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 8 years of experience in the finance industry.