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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.
Matthew Stewart (CRD# 6035246) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 10 years of experience in the finance industry.
Solomon Stewart (CRD# 5823172) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 13 years of experience in the finance industry.
Jay Tamkoc (CRD# 5821927) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Aliso Viejo, CA and has over 13 years of experience in the finance industry.
Zachary Tart (CRD# 6147908) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Aliso Viejo, CA and has over 11 years of experience in the finance industry.
Steven Timbal (CRD# 5431474) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Aliso Viejo, CA and has over 16 years of experience in the finance industry.
Orlando Torres (CRD# 5035624) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 16 years of experience in the finance industry.
William Tugaw (CRD# 1158000) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 13 years of experience in the finance industry.
Nicholas Walker (CRD# 6333008) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 8 years of experience in the finance industry. Nicholas Walker 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.
Garrett Waters (CRD# 4540929) is an Investment Advisor Representative working at Anchor Capital in Aliso Viejo, CA and has over 21 years of experience in the finance industry.
Timothy Archard (CRD# 6035492) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 11 years of experience in the finance industry.