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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.
Brock Wilson (CRD# 3162500) is an Investment Advisor Representative working at Wells Fargo Advisors in Long Beach, CA and has over 25 years of experience in the finance industry.
Jeffrey Wimbish (CRD# 4363647) is an Investment Advisor Representative working at Kensington Investment Counsel in Long Beach, CA and has over 21 years of experience in the finance industry.
Richard Wimbish (CRD# 4363642) is an Investment Advisor Representative working at Kensington Investment Counsel in Long Beach, CA and has 1 year of experience in the finance industry.
Lawrence Wimsatt (CRD# 2603825) is an Investment Advisor Representative working at Cooper Mcmanus in Long Beach, CA and has over 29 years of experience in the finance industry. Lawrence Wimsatt 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.
Dean Woehrman (CRD# 5285143) is an Investment Advisor Representative working at Lpl Financial LLC in Long Beach, CA and has over 16 years of experience in the finance industry.
Roy Woehrman (CRD# 2564754) is an Investment Advisor Representative working at Lpl Financial LLC in Long Beach, CA and has over 29 years of experience in the finance industry.
Diana Wolf (CRD# 5102707) is an Investment Advisor Representative working at Lpl Financial LLC in Long Beach, CA and has over 17 years of experience in the finance industry.
Julie Young-Sedillo (CRD# 2905907) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Long Beach, CA and has over 24 years of experience in the finance industry. Julie Young-Sedillo 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.
Daven Zahn (CRD# 2888543) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Long Beach, CA and has over 26 years of experience in the finance industry.
Scarlette Zar (CRD# 6318869) is an Investment Advisor Representative working at Morgan Stanley in Long Beach, CA and has over 8 years of experience in the finance industry.