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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.
Erik Attias (CRD# 7062382) is an Investment Advisor Representative working at Atwood Financial Planning LLC in Los Angeles, CA and has over 5 years of experience in the finance industry.
Jerry Au (CRD# 4607772) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 21 years of experience in the finance industry.
Jaclyn Aure (CRD# 6974420) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Los Angeles, CA and has over 5 years of experience in the finance industry.
Gregory Avallon (CRD# 5432689) is an Investment Advisor Representative working at Mml Investors Services, LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.
William Averill (CRD# 4956291) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 17 years of experience in the finance industry.
Jireh Avila (CRD# 6014194) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Los Angeles, CA and has over 12 years of experience in the finance industry.
Matthew Ayers (CRD# 5122548) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Los Angeles, CA and has over 16 years of experience in the finance industry.
John Aylward (CRD# 2883055) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 13 years of experience in the finance industry.
Pasha Azad (CRD# 5907312) is an Investment Advisor Representative working at Alliancebernstein LP in Los Angeles, CA and has over 12 years of experience in the finance industry.
Ricardo Azarloza (CRD# 4149472) is an Investment Advisor Representative working at Cerity Partners LLC in Los Angeles, CA and has over 23 years of experience in the finance industry. Ricardo Azarloza 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.