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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.
Jessyka Armstrong (CRD# 6584402) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 7 years of experience in the finance industry.
Kimberly Arnesen (CRD# 5320897) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 14 years of experience in the finance industry.
Steven Arrigo (CRD# 1345186) is an Investment Advisor Representative working at D.a. Davidson & Company in Newport Beach, CA and has over 39 years of experience in the finance industry.
Thomas Arthur (CRD# 1839742) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 29 years of experience in the finance industry.
Ashlee Ashlock (CRD# 4800420) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Newport Beach, CA and has over 8 years of experience in the finance industry.
David Askew (CRD# 4910056) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Newport Beach, CA and has over 18 years of experience in the finance industry. David Askew 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.
Dirk Aulabaugh (CRD# 2871936) is an Investment Advisor Representative working at Green Street in Newport Beach, CA and has over 24 years of experience in the finance industry.
Sheryl Austin (CRD# 3252879) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry. Sheryl Austin 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.
James Axelson (CRD# 2067041) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 33 years of experience in the finance industry.
Scott Ayers (CRD# 5275632) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 17 years of experience in the finance industry.