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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.
Rial Barnett (CRD# 1906698) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 35 years of experience in the finance industry.
Vincent Baroldi (CRD# 4784970) is an Investment Advisor Representative working at Baroldi Gundersen Financial Advisors LLC in Foothill Ranch, CA and has over 20 years of experience in the finance industry.
James Barr (CRD# 3046234) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cerritos, CA and has over 23 years of experience in the finance industry.
James Barr (CRD# 1786490) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fountain Valley, CA and has over 32 years of experience in the finance industry.
Jeffrey Barrera (CRD# 2941346) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cypress, CA and has over 26 years of experience in the finance industry.
Denise Barrett (CRD# 6377547) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA and has over 9 years of experience in the finance industry.
Natalie Barron (CRD# 4902966) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 18 years of experience in the finance industry. Natalie Barron 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 Barrows (CRD# 2933260) is an Investment Advisor Representative working at M Stevens Wealth Advisors, LLC in Irvine, CA and has over 26 years of experience in the finance industry.
Richard Barry (CRD# 2766462) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 27 years of experience in the finance industry.
Casey Bartels (CRD# 5312518) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Orange, CA and has over 17 years of experience in the finance industry. Casey Bartels 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.