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Distance Only Costa Mesa, CA
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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
Lauren Gage (CRD# 5755111) is an Investment Advisor Representative working at Lpl Financial LLC in Costa Mesa, CA and has over 8 years of experience in the finance industry.
James Gilmore (CRD# 4811922) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Costa Mesa, CA and has over 19 years of experience in the finance industry. James Gilmore 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 Golan (CRD# 2070208) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has over 32 years of experience in the finance industry.
Jacqueline Goodreau (CRD# 4185950) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Costa Mesa, CA and has over 23 years of experience in the finance industry.
Gabriela Heffernan (CRD# 4140159) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has over 23 years of experience in the finance industry.
Robert Hill (CRD# 5676409) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 14 years of experience in the finance industry.
Lee Hinson (CRD# 717639) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Costa Mesa, CA and has over 37 years of experience in the finance industry. Lee Hinson 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 Hobbs (CRD# 2755332) is an Investment Advisor Representative working at Clearview Investment Partners, LLC in Costa Mesa, CA and has over 27 years of experience in the finance industry.
Peter Holliday (CRD# 4594849) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 21 years of experience in the finance industry.
Ignacio Jimenez (CRD# 3213748) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 24 years of experience in the finance industry.