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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
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
Arthur Cooper (CRD# 1850883) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 35 years of experience in the finance industry. Arthur Cooper 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.
Bryan Cooper (CRD# 6742676) is an Investment Advisor Representative working at Commonwealth Financial Network in Mira Loma, CA and has over 5 years of experience in the finance industry.
Paul Cooper (CRD# 1419323) is an Investment Advisor Representative working at Commonwealth Financial Network in Mira Loma, CA and has over 29 years of experience in the finance industry. Paul Cooper 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.
Judy Copenbarger (CRD# 2410553) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Irvine, CA and has over 23 years of experience in the finance industry. Judy Copenbarger 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.
Karen Corcoran (CRD# 5759515) is an Investment Advisor Representative working at Corcoran Wealth Management LLC in Temecula, CA and has over 14 years of experience in the finance industry.
Arthur Cordts (CRD# 3222304) is an Investment Advisor Representative working at Lpl Financial LLC in Anaheim Hills, CA and has over 25 years of experience in the finance industry. Arthur Cordts 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.
Eric Coressel (CRD# 5825576) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Forest, CA and has over 13 years of experience in the finance industry.
Brent Corlew (CRD# 4908208) is an Investment Advisor Representative working at Primerica Advisors in Canyon Lake, CA and has over 19 years of experience in the finance industry.
Michael Cortina (CRD# 5042163) is an Investment Advisor Representative working at Cortina Capital, LLC in Fallbrook, CA and has over 16 years of experience in the finance industry.
Daniel Cota (CRD# 2756186) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dana Point, CA and has over 27 years of experience in the finance industry.