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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.
Kathryn Carter (CRD# 1004103) is an Investment Advisor Representative working at Lpl Financial LLC in Los Angeles, CA and has over 25 years of experience in the finance industry. Kathryn Carter 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.
Robert Carty (CRD# 1280889) is an Investment Advisor Representative working at Mml Investors Services, LLC in Los Angeles, CA and has over 39 years of experience in the finance industry.
Stephen Caruthers (CRD# 2516033) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 24 years of experience in the finance industry.
James Carville (CRD# 2223696) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 29 years of experience in the finance industry.
Philip Casciano (CRD# 2861142) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 26 years of experience in the finance industry.
Mary Jo Casselberry (CRD# 2508161) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 24 years of experience in the finance industry.
Marc Castellani (CRD# 2937879) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry. Marc Castellani 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.
Lharmina Castro (CRD# 4830212) is an Investment Advisor Representative working at City National Securities, Inc. in Los Angeles, CA and has over 19 years of experience in the finance industry.
Dean Catalano (CRD# 4954671) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 18 years of experience in the finance industry.
Stasia Cato-Washington (CRD# 4388318) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 21 years of experience in the finance industry.