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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.
John Abusaid (CRD# 3084990) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 18 years of experience in the finance industry.
Dave Adams (CRD# 6223212) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Long Beach, CA and has over 10 years of experience in the finance industry.
Joseph Addy (CRD# 4609130) is an Investment Advisor Representative working at Wells Fargo Advisors in Long Beach, CA and has over 21 years of experience in the finance industry.
Larry Aguayo (CRD# 3222215) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Long Beach, CA and has over 24 years of experience in the finance industry.
James Ahn (CRD# 5467210) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 16 years of experience in the finance industry. James Ahn 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.
Claire Alexander (CRD# 6393214) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Long Beach, CA and has over 7 years of experience in the finance industry.
Travis Alexander (CRD# 5504338) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Long Beach, CA and has over 15 years of experience in the finance industry.
Derrick Amey (CRD# 4685119) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Long Beach, CA and has over 20 years of experience in the finance industry.
Jake Anderson (CRD# 5724360) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Long Beach, CA and has over 12 years of experience in the finance industry.