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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.
David Pearl (CRD# 2268803) is an Investment Advisor Representative working at Cooper Mcmanus in Long Beach, CA and has over 31 years of experience in the finance industry. David Pearl 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.
Margarita Perez (CRD# 1816434) is an Investment Advisor Representative working at City National Securities, Inc. in Long Beach, CA and has over 34 years of experience in the finance industry.
Michael Peters (CRD# 4183207) is an Investment Advisor Representative working at Lpl Financial LLC in Long Beach, CA and has over 23 years of experience in the finance industry.
Julia Pham (CRD# 6545483) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has 1 year of experience in the finance industry. Julia Pham 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.
Kevin Phillip (CRD# 2602325) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Long Beach, CA and has over 29 years of experience in the finance industry.
Gregory Prough (CRD# 3112657) is an Investment Advisor Representative working at Edward Jones in Long Beach, CA and has over 24 years of experience in the finance industry.
Andrew Quillope (CRD# 2836553) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Long Beach, CA and has over 27 years of experience in the finance industry.
Rita Reggio (CRD# 1983079) is an Investment Advisor Representative working at Planmember Securities Corporation in Long Beach, CA and has over 33 years of experience in the finance industry.
Marissa Roncancio (CRD# 5821511) is an Investment Advisor Representative working at Morgan Stanley in Long Beach, CA and has over 8 years of experience in the finance industry.
David Ross (CRD# 4511461) is an Investment Advisor Representative working at Ross Financial Group in Long Beach, CA and has over 22 years of experience in the finance industry. David Ross 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.