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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.
Terry Beauchamp (CRD# 3167036) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Niguel, CA and has over 25 years of experience in the finance industry.
Michael Beaulieu (CRD# 6512086) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 7 years of experience in the finance industry. Michael Beaulieu 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.
Brock Becker (CRD# 4425823) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newport Beach, CA and has over 22 years of experience in the finance industry. Brock Becker 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.
Stephen Becker (CRD# 1860690) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Irvine, CA and has over 35 years of experience in the finance industry.
Brian Bedord (CRD# 4482022) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Orange, CA and has over 22 years of experience in the finance industry.
Rebekah Beekie (CRD# 5071272) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newport Beach, CA and has over 7 years of experience in the finance industry.
William Beeler (CRD# 2171363) is an Investment Advisor Representative working at Newedge Advisors in Seal Beach, CA and has over 32 years of experience in the finance industry.
Haley Behm (CRD# 6674945) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Irvine, CA and has over 7 years of experience in the finance industry.
Mitchell Behm (CRD# 1494507) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Irvine, CA and has over 38 years of experience in the finance industry.
Rex Behrashi (CRD# 6036067) is an Investment Advisor Representative working at On Investment Management Co in Irvine, CA and has over 12 years of experience in the finance industry.