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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.
Kirk Sheby (CRD# 5104441) is an Investment Advisor Representative working at Lpl Financial LLC in Long Beach, CA and has over 8 years of experience in the finance industry.
Anthony Skvarka (CRD# 4776509) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 20 years of experience in the finance industry. Anthony Skvarka 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.
Dennis Smith (CRD# 6000417) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 9 years of experience in the finance industry.
Robert Sowder (CRD# 2762763) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 27 years of experience in the finance industry.
Brian Spinelli (CRD# 5129615) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 17 years of experience in the finance industry. Brian Spinelli 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.
Christopher Steer (CRD# 2369245) is an Investment Advisor Representative working at Lpl Financial LLC in Long Beach, CA and has over 30 years of experience in the finance industry.
Nickolas Strain (CRD# 5037232) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 18 years of experience in the finance industry. Nickolas Strain 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.
Rahamin Suares (CRD# 1053201) is an Investment Advisor Representative working at Lpl Financial LLC in Long Beach, CA and has over 35 years of experience in the finance industry. Rahamin Suares 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.
Daniel Sullivan (CRD# 2635334) is an Investment Advisor Representative working at The Chartist in Long Beach, CA and has over 29 years of experience in the finance industry.
Taylor Sutherland (CRD# 4355240) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 20 years of experience in the finance industry. Taylor Sutherland 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.