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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.
Louis Barajas (CRD# 1542714) is an Investment Advisor Representative working at International Private Wealth Advisors LLC in Irvine, CA and has over 28 years of experience in the finance industry. Louis Barajas 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.
Barry Barbernell (CRD# 4097730) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Laguna Niguel, CA and has over 24 years of experience in the finance industry.
Victoria Barbisan (CRD# 1312427) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Irvine, CA and has over 33 years of experience in the finance industry.
Michael Baril (CRD# 2932916) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Irvine, CA and has over 24 years of experience in the finance industry. Michael Baril 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.
Jeffrey Barlow (CRD# 2389890) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Ana, CA and has over 30 years of experience in the finance industry.
Kevin Barlow (CRD# 5487051) is an Investment Advisor Representative working at Mariner Independent in Newport Beach, CA and has over 16 years of experience in the finance industry.
Paul Barlow (CRD# 1048088) is an Investment Advisor Representative working at Barlow, Paul David in Laguna Hills, CA and has over 41 years of experience in the finance industry. Paul Barlow 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.
Kenneth Barnes (CRD# 5712709) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 14 years of experience in the finance industry.
Wayne Barnes (CRD# 4917076) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Buena Park, CA and has over 19 years of experience in the finance industry.
William Barnes (CRD# 3023699) is an Investment Advisor Representative working at Lpl Financial LLC in Laguna Niguel, CA and has over 26 years of experience in the finance industry.