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Distance Metro area (25 miles)
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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.
Damien Morales (CRD# 4727591) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 20 years of experience in the finance industry.
Ronald Morales (CRD# 1589201) is an Investment Advisor Representative working at Primerica Advisors in Orange, CA and has over 12 years of experience in the finance industry.
James Morrison (CRD# 6757898) is an Investment Advisor Representative working at Cws Investments in Orange, CA and has 1 year of experience in the finance industry.
Kamron Nahavandi (CRD# 5250559) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orange, CA and has over 17 years of experience in the finance industry.
Phillip Napper (CRD# 2095763) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 33 years of experience in the finance industry.
Jonathan Narloch (CRD# 4979766) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Orange, CA and has over 18 years of experience in the finance industry.
Mark Newport (CRD# 2245909) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Orange, CA and has over 31 years of experience in the finance industry. Mark Newport 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.
Hung Nguyen (CRD# 2857985) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Orange, CA and has over 26 years of experience in the finance industry. Hung Nguyen 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.
Robert North (CRD# 5354527) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 16 years of experience in the finance industry.
Caren Ober (CRD# 4422483) is an Investment Advisor Representative working at Balancing Life Financial Planning in Orange, CA and has over 22 years of experience in the finance industry.