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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.
Owen Kim (CRD# 7736443) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orange, CA and has 1 year of experience in the finance industry.
Nauman Lakhany (CRD# 6484141) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orange, CA and has over 8 years of experience in the finance industry.
Sze Wan Lee (CRD# 4894167) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 19 years of experience in the finance industry.
Lisa Lighthipe-Hinz (CRD# 2460184) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 30 years of experience in the finance industry.
David Marino (CRD# 7556929) is an Investment Advisor Representative working at Edward Jones in Orange, CA and has 1 year of experience in the finance industry.
Jason Martinez (CRD# 6103752) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 2 years of experience in the finance industry.
Brian Moore (CRD# 5130170) is an Investment Advisor Representative working at Primerica Advisors in Orange, CA and has over 17 years of experience in the finance industry.
Nina Ruffalo (CRD# 5790651) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orange, CA and has over 4 years of experience in the finance industry.
Matt Salehi (CRD# 7823661) is an Investment Advisor Representative working at Eagle Money Advisors in Orange, CA and has 1 year of experience in the finance industry.
Michael Sekaly (CRD# 7727152) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orange, CA and has 1 year of experience in the finance industry.