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Distance Only Newport Beach, CA
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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.
Eva Bowen (CRD# 4566367) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 20 years of experience in the finance industry.
Kyle Boyd (CRD# 3070015) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.
Mark Boyer (CRD# 2502979) is an Investment Advisor Representative working at Lpl Financial LLC in Newport Beach, CA and has over 29 years of experience in the finance industry.
Matthew Bradley (CRD# 4091214) is an Investment Advisor Representative working at Rba Wealth Management, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry. Matthew Bradley 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.
Rudolph Brandes (CRD# 6285801) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Newport Beach, CA and has over 10 years of experience in the finance industry. Rudolph Brandes 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.
Michael Breller (CRD# 2782094) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 27 years of experience in the finance industry.
Timothy Bremner (CRD# 861879) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 39 years of experience in the finance industry.
Steven Bright (CRD# 5333933) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 10 years of experience in the finance industry.
Lance Britt (CRD# 6161575) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 10 years of experience in the finance industry.
Ryan Brizendine (CRD# 5397604) is an Investment Advisor Representative working at Westshore Wealth in Newport Beach, CA and has over 16 years of experience in the finance industry. Ryan Brizendine 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.