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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.
Brian Payne (CRD# 3116234) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 25 years of experience in the finance industry.
Mark Powell (CRD# 5024867) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 18 years of experience in the finance industry.
David Reasoner (CRD# 1016954) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 37 years of experience in the finance industry.
Mark Redman (CRD# 1026426) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 42 years of experience in the finance industry.
Jeffre Reininger (CRD# 2688832) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 28 years of experience in the finance industry.
Daryl Riley (CRD# 1190212) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 17 years of experience in the finance industry.
Peter Roberts (CRD# 1032227) is an Investment Advisor Representative working at Mml Investors Services, LLC in Orange, CA and has 1 year of experience in the finance industry.
Philip Roberts (CRD# 5909462) is an Investment Advisor Representative working at Mml Investors Services, LLC in Orange, CA and has over 11 years of experience in the finance industry. Philip Roberts 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.
Daniel Romero (CRD# 3134259) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 25 years of experience in the finance industry. Daniel Romero 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.
Angela Rosario (CRD# 6047692) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Orange, CA and has over 10 years of experience in the finance industry.