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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.
Nicole Letarte (CRD# 6517464) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Orange, CA and has over 7 years of experience in the finance industry.
Gregory Levin (CRD# 3169671) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 24 years of experience in the finance industry. Gregory Levin 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.
Melissa Levin (CRD# 2957077) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 25 years of experience in the finance industry.
Jesse Lopez (CRD# 5472534) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 13 years of experience in the finance industry.
Ward Lyon (CRD# 5449467) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 16 years of experience in the finance industry.
John Marshall (CRD# 860188) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 39 years of experience in the finance industry.
Albert Martinez (CRD# 4707078) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 19 years of experience in the finance industry.
Matthew Martinez (CRD# 4122278) is an Investment Advisor Representative working at Opus Private Wealth Group, LLC in Orange, CA and has over 24 years of experience in the finance industry.
David Matles (CRD# 2995484) is an Investment Advisor Representative working at Spc in Orange, CA and has over 26 years of experience in the finance industry.
Anthony Mauro (CRD# 3118670) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Orange, CA and has over 16 years of experience in the finance industry.