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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.
Nick Vaccari (CRD# 5318501) is an Investment Advisor Representative working at Meeder Public Funds, Inc. in Long Beach, CA and has over 5 years of experience in the finance industry.
Christopher Vanhorn (CRD# 1833268) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Long Beach, CA and has over 36 years of experience in the finance industry.
Steven Vant (CRD# 1876192) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Long Beach, CA and has over 35 years of experience in the finance industry.
Linda Walker (CRD# 717509) is an Investment Advisor Representative working at Lpl Financial LLC in Long Beach, CA and has over 43 years of experience in the finance industry. Linda Walker 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.
Victoria Wang (CRD# 4209071) is an Investment Advisor Representative working at Mariner Independent in Long Beach, CA and has over 18 years of experience in the finance industry.
Conor Weir (CRD# 6050425) is an Investment Advisor Representative working at Accelerate Retirement in Long Beach, CA and has over 12 years of experience in the finance industry. Conor Weir 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.
Freeman Welch (CRD# 1161325) is an Investment Advisor Representative working at Wells Fargo Advisors in Long Beach, CA and has over 36 years of experience in the finance industry. Freeman Welch 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.
Jonathan West (CRD# 6701860) is an Investment Advisor Representative working at Lpl Financial LLC in Long Beach, CA and has over 7 years of experience in the finance industry. Jonathan West 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.
Michelle White (CRD# 2616997) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 25 years of experience in the finance industry.
Cecilia Williams (CRD# 5136559) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 17 years of experience in the finance industry. Cecilia Williams 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.