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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
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
Christina Bush (CRD# 2535786) is an Investment Advisor Representative working at Cooper Mcmanus in San Juan Capistrano, CA and has over 29 years of experience in the finance industry.
Matthew Deweese (CRD# 1639246) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Juan Capistrano, CA and has over 37 years of experience in the finance industry.
Charles Dzama (CRD# 5648374) is an Investment Advisor Representative working at Cdfinancial in San Juan Capistrano, CA and has over 12 years of experience in the finance industry.
Jeff Fisher (CRD# 4950246) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 16 years of experience in the finance industry.
Darrell Fryer (CRD# 1769154) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in San Juan Capistrano, CA and has over 6 years of experience in the finance industry.
Marcus Griffin (CRD# 4187137) is an Investment Advisor Representative working at Mariner Independent in San Juan Capistrano, CA and has 1 year of experience in the finance industry.
Graham Grisoli (CRD# 5420466) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Juan Capistrano, CA and has over 16 years of experience in the finance industry.
David Hansch (CRD# 1020500) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 41 years of experience in the finance industry. David Hansch 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.
Adrienne Hart (CRD# 5456729) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Juan Capistrano, CA and has over 16 years of experience in the finance industry.
Robert Hill (CRD# 1206165) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 25 years of experience in the finance industry.