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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.
David Bahnsen (CRD# 4445322) is an Investment Advisor Representative working at Hightower Advisors, LLC in Newport Beach, CA and has over 22 years of experience in the finance industry. David Bahnsen 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.
June Bahr (CRD# 10105) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.
Andrew Bailey (CRD# 5388145) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Seal Beach, CA and has over 9 years of experience in the finance industry.
Douglas Bailey (CRD# 2113159) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Seal Beach, CA and has over 33 years of experience in the finance industry.
Guy Baker (CRD# 10716) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 34 years of experience in the finance industry. Guy Baker 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.
Patrick Baker (CRD# 5478904) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Irvine, CA and has over 16 years of experience in the finance industry.
Michael Bakos (CRD# 3177360) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 25 years of experience in the finance industry.
Mark Baksic (CRD# 5749934) is an Investment Advisor Representative working at Western International Securities in Huntington Beach, CA and has over 14 years of experience in the finance industry.
Henry Balanza (CRD# 4623951) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fullerton, CA and has over 21 years of experience in the finance industry.
Thomas Balas (CRD# 4977795) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orange, CA and has over 18 years of experience in the finance industry.