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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.
Mark Banta (CRD# 2074080) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 30 years of experience in the finance industry.
Michael Banta (CRD# 2390390) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 30 years of experience in the finance industry.
Stephen Banta (CRD# 2491994) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 29 years of experience in the finance industry.
Danielle Barabino (CRD# 6543101) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 8 years of experience in the finance industry.
Louis Barajas (CRD# 1542714) is an Investment Advisor Representative working at International Private Wealth Advisors LLC in Irvine, CA and has over 28 years of experience in the finance industry. Louis Barajas 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.
Anca Barbat (CRD# 5626970) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fullerton, CA and has over 15 years of experience in the finance industry.
Barry Barbernell (CRD# 4097730) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Laguna Niguel, CA and has over 24 years of experience in the finance industry.
Victoria Barbisan (CRD# 1312427) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Irvine, CA and has over 33 years of experience in the finance industry.
Michael Baril (CRD# 2932916) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Irvine, CA and has over 24 years of experience in the finance industry. Michael Baril 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.
Jeffrey Barlow (CRD# 2389890) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Ana, CA and has over 30 years of experience in the finance industry.