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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.
Natalie Adams (CRD# 6302760) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Irvine, CA and has over 9 years of experience in the finance industry.
Joseph Addy (CRD# 4609130) is an Investment Advisor Representative working at Wells Fargo Advisors in Long Beach, CA and has over 21 years of experience in the finance industry.
David Adefeso (CRD# 2769522) is an Investment Advisor Representative working at The Pacific Group in Los Angeles, CA and has over 22 years of experience in the finance industry.
Steven Adelizi (CRD# 1014208) is an Investment Advisor Representative working at Wells Fargo Advisors in Santa Ana, CA and has over 42 years of experience in the finance industry.
Jeffrey Adema (CRD# 5730730) is an Investment Advisor Representative working at Cardinal Point Wealth Management in Irvine, CA and has over 13 years of experience in the finance industry. Jeffrey Adema 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.
Matthew Adlard (CRD# 6354198) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Irvine, CA and has over 7 years of experience in the finance industry.
Kian Adyani (CRD# 6704292) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 7 years of experience in the finance industry.
Abbass Agahi (CRD# 2844798) is an Investment Advisor Representative working at Eagle Strategies LLC in Irvine, CA and has over 27 years of experience in the finance industry.
Krishna Agnihotri (CRD# 4566630) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 21 years of experience in the finance industry.
Anthony Agoni (CRD# 1990929) is an Investment Advisor Representative working at Equitable Advisors, LLC in Irvine, CA and has over 34 years of experience in the finance industry.