-
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
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...
Chiahsin Ku (CRD# 4802291) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Costa Mesa, CA and has over 19 years of experience in the finance industry.
Philip Lang (CRD# 4639002) is an Investment Advisor Representative working at Accel Advisors, Inc. in Costa Mesa, CA and has over 21 years of experience in the finance industry. Philip Lang 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.
Gerald Larr (CRD# 1528937) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 31 years of experience in the finance industry.
Marr Leisure (CRD# 1437898) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 21 years of experience in the finance industry.
Karen Lomas (CRD# 6672589) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has over 7 years of experience in the finance industry.
Ray Lombardo (CRD# 1865438) is an Investment Advisor Representative working at Clearview Investment Partners, LLC in Costa Mesa, CA and has over 35 years of experience in the finance industry.
Glenn Lyons (CRD# 4661216) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Costa Mesa, CA and has over 20 years of experience in the finance industry.
Vinit Madan (CRD# 2966180) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Costa Mesa, CA and has over 25 years of experience in the finance industry.
Kevin Mahoney (CRD# 4337906) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Costa Mesa, CA and has over 23 years of experience in the finance industry.
Rana Maida (CRD# 5463167) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 16 years of experience in the finance industry.