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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.
Raymond Kinjo (CRD# 4552299) is an Investment Advisor Representative working at Eagle Strategies LLC in Anaheim, CA and has over 21 years of experience in the finance industry.
Vijay Kumar (CRD# 1057862) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Anaheim, CA and has 1 year of experience in the finance industry. Vijay Kumar 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.
Steven Lakso (CRD# 4354352) is an Investment Advisor Representative working at Lpl Financial LLC in Anaheim, CA and has over 23 years of experience in the finance industry. Steven Lakso 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.
Steven Lazette (CRD# 5878255) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 12 years of experience in the finance industry.
Kevin Lee (CRD# 3143283) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 21 years of experience in the finance industry.
Gregory Lewis (CRD# 3068246) is an Investment Advisor Representative working at Ells Financial Services LLC in Anaheim, CA and has over 25 years of experience in the finance industry. Gregory Lewis 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.
Yaochy Lin (CRD# 5759407) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Anaheim, CA and has over 14 years of experience in the finance industry.
Marc Linsky (CRD# 1450006) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 38 years of experience in the finance industry. Marc Linsky 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.
Benedict Maloney (CRD# 816523) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 24 years of experience in the finance industry.
Perlita Martin-Hebert (CRD# 4645598) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 8 years of experience in the finance industry.