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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.
Kristin Donahue Latham (CRD# 7334308) is an Investment Advisor Representative working at Kdl Wealth Planning in Long Beach, CA and has 1 year of experience in the finance industry.
Garrett Dunlap (CRD# 7774843) is an Investment Advisor Representative working at Morgan Stanley in Long Beach, CA and has 1 year of experience in the finance industry.
Bridgett England (CRD# 7435142) is an Investment Advisor Representative working at Morgan Stanley in Long Beach, CA and has 1 year of experience in the finance industry.
John Esparza (CRD# 7676025) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has 1 year of experience in the finance industry.
Cheryl Estep (CRD# 4389212) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Long Beach, CA and has over 23 years of experience in the finance industry.
Alexander Faria (CRD# 7576572) is an Investment Advisor Representative working at Morgan Stanley in Long Beach, CA and has 1 year of experience in the finance industry.
Heidi Frank (CRD# 6801584) is an Investment Advisor Representative working at Edward Jones in Long Beach, CA and has 1 year of experience in the finance industry.
Jaden Gallardo (CRD# 7893135) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Long Beach, CA and has 1 year of experience in the finance industry.
Sergio Garcia (CRD# 5751582) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Long Beach, CA and has over 11 years of experience in the finance industry.
Jarod Garza (CRD# 7543292) is an Investment Advisor Representative working at Morgan Stanley in Long Beach, CA and has 1 year of experience in the finance industry.