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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.
Luke McKelvy (CRD# 3123057) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Aliso Viejo, CA and has over 23 years of experience in the finance industry.
Arman Melikian (CRD# 4260150) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Aliso Viejo, CA and has over 16 years of experience in the finance industry.
Elizabeth Mikkelson (CRD# 2777990) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 12 years of experience in the finance industry.
John Nelson (CRD# 2584314) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 23 years of experience in the finance industry.
Kyle Olson (CRD# 5946765) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 12 years of experience in the finance industry.
Anthony Ossola (CRD# 4269799) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Aliso Viejo, CA and has over 23 years of experience in the finance industry.
Anthony Pizzo (CRD# 6083640) is an Investment Advisor Representative working at Select Portfolio Management Inc. in Aliso Viejo, CA and has over 6 years of experience in the finance industry.
Steven Prom (CRD# 4260709) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 23 years of experience in the finance industry.
Christopher Quigley (CRD# 7045208) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Aliso Viejo, CA and has over 5 years of experience in the finance industry.
Alexandra Rasmussen (CRD# 5956559) is an Investment Advisor Representative working at Independent Financial Group, LLC in Aliso Viejo, CA and has over 12 years of experience in the finance industry.