-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 36 years of experience in the finance industry.
William Basel (CRD# 5570448) is an Investment Advisor Representative working at Mml Investors Services, LLC in Los Angeles, CA and has over 15 years of experience in the finance industry. William Basel 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.
Antonio Bass (CRD# 5941175) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 12 years of experience in the finance industry.
Kristin Bateman (CRD# 4599566) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 21 years of experience in the finance industry.
Chad Bates (CRD# 4693677) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 20 years of experience in the finance industry. Chad Bates 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.
Geoffrey Bates (CRD# 3063336) is an Investment Advisor Representative working at Bates Wealth Management, LLC in Los Angeles, CA and has over 23 years of experience in the finance industry. Geoffrey Bates 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.
Hayley Bates (CRD# 5695777) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 12 years of experience in the finance industry. Hayley Bates 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 Batista (CRD# 6758421) is an Investment Advisor Representative working at Alliancebernstein LP in Los Angeles, CA and has over 6 years of experience in the finance industry.
Michael Batt (CRD# 2125002) is an Investment Advisor Representative working at Wedbush Securities Inc. in Los Angeles, CA and has over 32 years of experience in the finance industry.
Thomas Bawden (CRD# 5632217) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 7 years of experience in the finance industry.
Brandon Bay (CRD# 2631764) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Los Angeles, CA and has over 28 years of experience in the finance industry.