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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.
Bradley Behrendt (CRD# 4472928) 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.
Steven Behrle (CRD# 1213354) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Irvine, CA and has over 40 years of experience in the finance industry.
Kurt Beimfohr (CRD# 6050202) is an Investment Advisor Representative working at Knightsbridge Wealth Management in Newport Beach, CA and has over 12 years of experience in the finance industry.
Lantz Bell (CRD# 1201824) is an Investment Advisor Representative working at Bell & Brown Wealth Advisors, LLC in Newport Beach, CA and has over 38 years of experience in the finance industry.
Larry Beltramo (CRD# 712624) is an Investment Advisor Representative working at Beltramo Financial Services Inc. in Irvine, CA and has over 28 years of experience in the finance industry. Larry Beltramo 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.
Darin Bemis (CRD# 2250447) is an Investment Advisor Representative working at Lederer & Associates Investment Counsel in Long Beach, CA and has over 32 years of experience in the finance industry.
Jon Bemis (CRD# 3268270) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 24 years of experience in the finance industry. Jon Bemis 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.
Heidi Benavidez (CRD# 4163287) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 22 years of experience in the finance industry.
Brian Bengry (CRD# 4003547) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.
Christina Bennett (CRD# 5140687) is an Investment Advisor Representative working at Lpl Financial LLC in Tustin, CA and has over 17 years of experience in the finance industry. Christina Bennett 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.