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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.
Leslie Asare (CRD# 5976390) is an Investment Advisor Representative working at Prudential Financial Planning Services in Irvine, CA and has over 12 years of experience in the finance industry.
Dylan Aschoff (CRD# 6399608) is an Investment Advisor Representative working at Lpl Financial LLC in Corona, CA and has over 9 years of experience in the finance industry.
Ashlee Ashlock (CRD# 4800420) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Newport Beach, CA and has over 8 years of experience in the finance industry.
Christopher Ashton (CRD# 4961826) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 18 years of experience in the finance industry. Christopher Ashton 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.
William Ashworth (CRD# 2058302) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Placentia, CA and has over 28 years of experience in the finance industry.
David Askew (CRD# 4910056) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Newport Beach, CA and has over 19 years of experience in the finance industry. David Askew 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.
Hormoz Aslani (CRD# 3235306) is an Investment Advisor Representative working at Cuso Financial Services in Lakewood, CA and has over 24 years of experience in the finance industry.
Craig Attanasio (CRD# 2136256) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orange, CA and has over 32 years of experience in the finance industry. Craig Attanasio 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.
Anissa Attard (CRD# 4265671) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 23 years of experience in the finance industry.
Dirk Aulabaugh (CRD# 2871936) is an Investment Advisor Representative working at Green Street in Newport Beach, CA and has over 24 years of experience in the finance industry.