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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.
Michael Cannone (CRD# 4857126) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry.
Jonathan Canter (CRD# 5856950) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.
Shufan Cao (CRD# 5004223) is an Investment Advisor Representative working at Silver Oak Wealth Advisors Services, LLC in Los Angeles, CA and has 1 year of experience in the finance industry. Shufan Cao 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 Capobianco (CRD# 6342737) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 8 years of experience in the finance industry. Antonio Capobianco 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.
Nicholas Capuano (CRD# 5005905) is an Investment Advisor Representative working at B. Riley Capital Management in Los Angeles, CA and has over 18 years of experience in the finance industry.
Michael Carbone (CRD# 5592046) is an Investment Advisor Representative working at Churchill Management Group in Los Angeles, CA and has over 15 years of experience in the finance industry.
Kevin Carevic (CRD# 4070932) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 23 years of experience in the finance industry.
Emma Carey (CRD# 6805686) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 6 years of experience in the finance industry.
William Carey (CRD# 2523419) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 28 years of experience in the finance industry.
Sheila Carlson (CRD# 3094999) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 25 years of experience in the finance industry.