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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.
Kevin Yook (CRD# 3193140) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orange, CA and has over 10 years of experience in the finance industry. Kevin Yook 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.
Brian Baldwin (CRD# 6303952) is an Investment Advisor Representative working at Commonwealth Financial Network in Orange, CA and has over 2 years of experience in the finance industry.
Mavel Becerra (CRD# 7311578) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 3 years of experience in the finance industry.
Jenny Cao (CRD# 6908641) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 6 years of experience in the finance industry.
Julian Castiblanco Canon (CRD# 7084536) is an Investment Advisor Representative working at Cuso Financial Services in Orange, CA and has over 3 years of experience in the finance industry.
Nathaniel Clark (CRD# 7675266) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orange, CA and has 1 year of experience in the finance industry.
David Crouch (CRD# 7746230) is an Investment Advisor Representative working at Decorus Imperium in Orange, CA and has over 2 years of experience in the finance industry.
Vera Daikovich (CRD# 4467962) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 19 years of experience in the finance industry.
Jeffrey Deptola (CRD# 7014475) is an Investment Advisor Representative working at Commonwealth Financial Network in Orange, CA and has over 2 years of experience in the finance industry.
Michael Dinh (CRD# 7653679) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has 1 year of experience in the finance industry.