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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.
Laine Ainsworth (CRD# 1531334) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 29 years of experience in the finance industry. Laine Ainsworth 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.
Nazan Akdeniz (CRD# 2522215) is an Investment Advisor Representative working at Roth Capital Partners, LLC in Newport Beach, CA and has over 28 years of experience in the finance industry.
Cameron Akers (CRD# 5669044) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 14 years of experience in the finance industry.
Amanda Akin (CRD# 5111038) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 17 years of experience in the finance industry.
Zachary Alario (CRD# 6217236) is an Investment Advisor Representative working at Edward Jones in Newport Beach, CA and has over 9 years of experience in the finance industry.
Kristian Albornoz (CRD# 5807099) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 9 years of experience in the finance industry. Kristian Albornoz 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.
Marcus Alexander (CRD# 2948043) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 26 years of experience in the finance industry.
Daniela Aljawad (CRD# 5604984) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Newport Beach, CA and has over 15 years of experience in the finance industry.
Garth Allan (CRD# 5294782) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 17 years of experience in the finance industry.
Robert Allen (CRD# 2490298) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 28 years of experience in the finance industry.