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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.
Jeanne Suttie (CRD# 3192582) is an Investment Advisor Representative working at Lpl Financial LLC in Long Beach, CA and has over 25 years of experience in the finance industry.
Brittany Taylor (CRD# 4999957) is an Investment Advisor Representative working at Wells Fargo Advisors in Long Beach, CA and has over 18 years of experience in the finance industry.
Daniel Thomas (CRD# 2195656) is an Investment Advisor Representative working at D.a. Davidson & Company in Long Beach, CA and has over 31 years of experience in the finance industry.
Mark Thornburg (CRD# 1325378) is an Investment Advisor Representative working at Wells Fargo Advisors in Long Beach, CA and has over 39 years of experience in the finance industry.
James Townes (CRD# 4713791) is an Investment Advisor Representative working at Osaic Fs, Inc. in Long Beach, CA and has over 20 years of experience in the finance industry. James Townes 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.
Thomas Trauger (CRD# 6179476) is an Investment Advisor Representative working at Wells Fargo Advisors in Long Beach, CA and has over 11 years of experience in the finance industry.
Regina Tucker (CRD# 5864298) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Long Beach, CA and has over 8 years of experience in the finance industry.
Bryan Turnbow (CRD# 3080094) is an Investment Advisor Representative working at Churchill Management Group in Long Beach, CA and has over 25 years of experience in the finance industry.
Kenneth Ulrich (CRD# 2395543) 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.
Edwin Unland (CRD# 2335162) is an Investment Advisor Representative working at Independent Financial Group, LLC in Long Beach, CA and has over 31 years of experience in the finance industry.