-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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.
Clete Albitz (CRD# 4835392) is an Investment Advisor Representative working at Albitz/miloe And Associates, Inc. in Torrance, CA and has over 17 years of experience in the finance industry. Clete Albitz 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.
Philip Albitz (CRD# 1036689) is an Investment Advisor Representative working at Albitz/miloe And Associates, Inc. in Torrance, CA and has 1 year of experience in the finance industry. Philip Albitz 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.
Vance Albitz (CRD# 5856837) is an Investment Advisor Representative working at Albitz/miloe And Associates, Inc. in Torrance, CA and has over 7 years of experience in the finance industry. Vance Albitz 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.
Gregory Alessandra (CRD# 1897511) is an Investment Advisor Representative working at Alessandra Capital Management, LLC in Torrance, CA and has over 28 years of experience in the finance industry.
Natalia Amato (CRD# 6145031) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 11 years of experience in the finance industry.
Brett Anderson (CRD# 2246562) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 31 years of experience in the finance industry.
Christopher Anderson (CRD# 6547378) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Torrance, CA and has over 8 years of experience in the finance industry. Christopher Anderson 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.
Marc Anderson (CRD# 1309600) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Torrance, CA and has over 38 years of experience in the finance industry. Marc Anderson 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.
Gerry Andrade (CRD# 4421941) is an Investment Advisor Representative working at Avantax Advisory Services in Torrance, CA and has over 22 years of experience in the finance industry.