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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 36 years of experience in the finance industry.
Karen Blodgett (CRD# 5321862) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry. Karen Blodgett 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.
Matthew Bloemer (CRD# 5239255) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 10 years of experience in the finance industry.
Richard Blosser (CRD# 1676712) is an Investment Advisor Representative working at Pathfinder Wealth Advisors, LLC in Los Angeles, CA and has over 31 years of experience in the finance industry.
Philip Blum (CRD# 5710315) is an Investment Advisor Representative working at Mml Investors Services, LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.
Jason Blumberg (CRD# 6087644) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 8 years of experience in the finance industry.
Joel Blumberg (CRD# 5353030) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 16 years of experience in the finance industry.
Brent Bodner (CRD# 4187085) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.
Brooke Bodner (CRD# 5980800) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.
Charles Bohlen (CRD# 2593273) is an Investment Advisor Representative working at Sfe Investment Counsel Inc. in Los Angeles, CA and has over 29 years of experience in the finance industry.
Jon Boldt (CRD# 5247125) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 9 years of experience in the finance industry.