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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.
Lawrence Bassell (CRD# 4106864) is an Investment Advisor Representative working at Kohr Investments in Mission Viejo, CA and has over 24 years of experience in the finance industry.
David Bassett-Parkins (CRD# 2681417) is an Investment Advisor Representative working at Edward Jones in Seal Beach, CA and has over 26 years of experience in the finance industry.
Jason Batt (CRD# 5011651) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 18 years of experience in the finance industry. Jason Batt 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.
Jay Baumgardner (CRD# 1879453) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 32 years of experience in the finance industry.
Nicholas Bautista (CRD# 5560293) is an Investment Advisor Representative working at Clearview Wealth Management in Irvine, CA and has over 11 years of experience in the finance industry. Nicholas Bautista 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.
Ali Bavarian (CRD# 4908442) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Juan Capistrano, CA and has over 18 years of experience in the finance industry.
Shannon Beahan (CRD# 5201080) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 15 years of experience in the finance industry. Shannon Beahan 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.
Rodney Beary (CRD# 4110232) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Mission Viejo, CA and has over 24 years of experience in the finance industry. Rodney Beary 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.
Dwight Beasley (CRD# 5339292) is an Investment Advisor Representative working at Edward Jones in Huntington Beach, CA and has over 11 years of experience in the finance industry.
Michael Beattie (CRD# 5188527) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Juan Capistrano, CA and has over 17 years of experience in the finance industry.