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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.
Bradley Shammas (CRD# 5904270) is an Investment Advisor Representative working at Creativeone Securities, LLC in Anaheim, CA and has over 7 years of experience in the finance industry. Bradley Shammas 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.
Patrick Shields (CRD# 5916044) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 11 years of experience in the finance industry.
Mark Shoemaker (CRD# 4722872) is an Investment Advisor Representative working at Brown-shoemaker in Anaheim, CA and has over 20 years of experience in the finance industry.
Terrie Slaten (CRD# 1983256) is an Investment Advisor Representative working at Slaten Wealth Management in Anaheim, CA and has over 32 years of experience in the finance industry.
Nicholas Sliemers (CRD# 5170118) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Anaheim, CA and has over 17 years of experience in the finance industry. Nicholas Sliemers 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.
Margaret Sturdy (CRD# 1589141) is an Investment Advisor Representative working at Lpl Financial LLC in Anaheim, CA and has over 37 years of experience in the finance industry.
David Tabor (CRD# 1427172) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 38 years of experience in the finance industry.
Timothy Thompson (CRD# 1856837) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 25 years of experience in the finance industry.
Akbar Torbat (CRD# 2246523) is an Investment Advisor Representative working at Investek Company in Anaheim, CA and has 1 year of experience in the finance industry.
Kathleen Turner (CRD# 1994646) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Anaheim, CA and has over 33 years of experience in the finance industry.