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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.
Patrick Baker (CRD# 5478904) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Irvine, CA and has over 16 years of experience in the finance industry.
Michael Bakos (CRD# 3177360) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 25 years of experience in the finance industry.
Mark Baksic (CRD# 5749934) is an Investment Advisor Representative working at Western International Securities in Huntington Beach, CA and has over 14 years of experience in the finance industry.
Thomas Balas (CRD# 4977795) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orange, CA and has over 18 years of experience in the finance industry.
Rodney Balbuena (CRD# 2571058) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 20 years of experience in the finance industry.
Brandon Baldwin (CRD# 5963818) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 12 years of experience in the finance industry.
David Baldwin (CRD# 5066926) is an Investment Advisor Representative working at Commonwealth Financial Network in Vista, CA and has over 14 years of experience in the finance industry. David Baldwin 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.
Margaret Baldwin (CRD# 864401) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 39 years of experience in the finance industry.
Shareen Balkey (CRD# 2197481) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 25 years of experience in the finance industry.
Sean Balkhi (CRD# 4252635) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Niguel, CA and has over 23 years of experience in the finance industry.