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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.
Christopher Ashton (CRD# 4961826) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 18 years of experience in the finance industry. Christopher Ashton 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.
William Ashworth (CRD# 2058302) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Placentia, CA and has over 28 years of experience in the finance industry.
David Askew (CRD# 4910056) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Newport Beach, CA and has over 19 years of experience in the finance industry. David Askew 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.
Craig Attanasio (CRD# 2136256) 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. Craig Attanasio 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.
Anissa Attard (CRD# 4265671) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 23 years of experience in the finance industry.
Dirk Aulabaugh (CRD# 2871936) is an Investment Advisor Representative working at Green Street in Newport Beach, CA and has over 24 years of experience in the finance industry.
Maureen Ault (CRD# 1618589) is an Investment Advisor Representative working at Spc in Costa Mesa, CA and has over 30 years of experience in the finance industry. Maureen Ault 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.
Christopher Austin (CRD# 5874196) is an Investment Advisor Representative working at City National Rochdale in Irvine, CA and has over 13 years of experience in the finance industry.
Roberto Austin (CRD# 5256700) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fountain Valley, CA and has over 17 years of experience in the finance industry. Roberto Austin 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.
Sheryl Austin (CRD# 3252879) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry. Sheryl Austin 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.