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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.
Bruce Ackermann (CRD# 5226162) is an Investment Advisor Representative working at Curry Webb Wealth Management LLC in Menlo Park, CA and has 1 year of experience in the finance industry.
Rodney Acord (CRD# 2675476) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fairfield, CA and has over 28 years of experience in the finance industry.
Abiel Acosta (CRD# 4851789) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Oxnard, CA and has over 19 years of experience in the finance industry. Abiel Acosta 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.
Alejandro Acosta (CRD# 6759945) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carson, CA and has over 6 years of experience in the finance industry.
Jonathan Acosta (CRD# 5984521) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 12 years of experience in the finance industry.
Jose Acosta (CRD# 5903526) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 11 years of experience in the finance industry.
Raymond Adair (CRD# 4944464) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.
Christopher Adajar (CRD# 4298267) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 22 years of experience in the finance industry.
James Adam (CRD# 4986401) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 18 years of experience in the finance industry.
Guillermo Adame (CRD# 4903966) is an Investment Advisor Representative working at Western Wealth Management LLC in San Diego, CA and has over 19 years of experience in the finance industry.