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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.
Mark Banta (CRD# 2074080) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 30 years of experience in the finance industry.
Michael Banta (CRD# 2390390) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 30 years of experience in the finance industry.
Stephen Banta (CRD# 2491994) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 29 years of experience in the finance industry.
Danielle Barabino (CRD# 6543101) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 8 years of experience in the finance industry.
Kevin Barlow (CRD# 5487051) is an Investment Advisor Representative working at Mariner Independent in Newport Beach, CA and has over 16 years of experience in the finance industry.
Kenneth Barnes (CRD# 5712709) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 14 years of experience in the finance industry.
Rial Barnett (CRD# 1906698) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 35 years of experience in the finance industry.
Richard Barry (CRD# 2766462) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 27 years of experience in the finance industry.
Michael Bas (CRD# 2459809) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Newport Beach, CA and has over 30 years of experience in the finance industry.
Jay Baumgardner (CRD# 1879453) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 31 years of experience in the finance industry.