-
Distance Only Newport Beach, CA
-
COMPENSATION Either
-
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.
Theresa Allen (CRD# 2183693) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Newport Beach, CA and has over 31 years of experience in the finance industry.
Cameron Almond (CRD# 6377291) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 9 years of experience in the finance industry.
Cynthia Alston (CRD# 4896548) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Newport Beach, CA and has over 18 years of experience in the finance industry.
Reina Alvarez (CRD# 5083412) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Newport Beach, CA and has over 6 years of experience in the finance industry.
Amir Amadi (CRD# 5453289) is an Investment Advisor Representative working at Centricity Financial LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.
Ron Amir (CRD# 4565409) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 21 years of experience in the finance industry. Ron Amir 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.
Jane An (CRD# 4683148) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Newport Beach, CA and has over 20 years of experience in the finance industry.
Catherine Anderson (CRD# 1177986) is an Investment Advisor Representative working at Wells Fargo Advisors in Newport Beach, CA and has over 24 years of experience in the finance industry.
Elizabeth Anderson (CRD# 5936640) is an Investment Advisor Representative working at Wells Fargo Advisors in Newport Beach, CA and has over 6 years of experience in the finance industry.
Joann Anderson (CRD# 2229916) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 31 years of experience in the finance industry.