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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.
Lori Zorn (CRD# 3161519) 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. Lori Zorn 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.
David Koch (CRD# 6001775) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 10 years of experience in the finance industry.
Benjamin Angotti (CRD# 7412060) is an Investment Advisor Representative working at Morgan Stanley in Long Beach, CA and has 1 year of experience in the finance industry.
Eleni Attard (CRD# 7129686) is an Investment Advisor Representative working at Morgan Stanley in Long Beach, CA and has 1 year of experience in the finance industry.
Paul Ayd (CRD# 2963853) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Long Beach, CA and has over 26 years of experience in the finance industry.
Cristian Barrera (CRD# 7738189) is an Investment Advisor Representative working at Morgan Stanley in Long Beach, CA and has 1 year of experience in the finance industry.
Brandon Behrad (CRD# 6970284) is an Investment Advisor Representative working at Morgan Stanley in Long Beach, CA and has over 2 years of experience in the finance industry.
Benjamin Beuerlein (CRD# 7592458) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Long Beach, CA and has 1 year of experience in the finance industry.
Justin Briscoe (CRD# 6235252) is an Investment Advisor Representative working at Edward Jones in Long Beach, CA and has over 3 years of experience in the finance industry.
Ethan Campbell (CRD# 7688104) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has 1 year of experience in the finance industry.