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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.
Daryl Cole (CRD# 2607997) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Orange, CA and has over 29 years of experience in the finance industry. Daryl Cole 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.
Nicolas Culver (CRD# 6183089) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orange, CA and has over 10 years of experience in the finance industry.
Rick Darnell (CRD# 7094666) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Orange, CA and has 1 year of experience in the finance industry.
Gregory Davis (CRD# 3014940) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Orange, CA and has over 22 years of experience in the finance industry.
Thomas De Marti (CRD# 5143447) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 15 years of experience in the finance industry.
Frank Deptola (CRD# 5151459) is an Investment Advisor Representative working at Commonwealth Financial Network in Orange, CA and has over 17 years of experience in the finance industry.
Frisco Escudero (CRD# 2794899) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orange, CA and has over 27 years of experience in the finance industry.
Gaston Escudero (CRD# 2077442) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orange, CA and has over 33 years of experience in the finance industry. Gaston Escudero 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.
J. Paul Escudero (CRD# 2111381) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orange, CA and has over 32 years of experience in the finance industry. J. Paul Escudero 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.
Michael Fahim (CRD# 2161093) is an Investment Advisor Representative working at Gwn Securities Inc. in Orange, CA and has over 30 years of experience in the finance industry.