-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 36 years of experience in the finance industry.
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
James Barr (CRD# 3046234) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cerritos, CA and has over 23 years of experience in the finance industry.
Norbert Chen (CRD# 4135834) is an Investment Advisor Representative working at Lpl Financial LLC in Cerritos, CA and has over 24 years of experience in the finance industry.
Dean Choi (CRD# 4246302) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cerritos, CA and has over 22 years of experience in the finance industry.
Kenneth Chung (CRD# 2980181) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cerritos, CA and has over 25 years of experience in the finance industry.
Gene Clemor (CRD# 5657325) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cerritos, CA and has over 15 years of experience in the finance industry.
Aldwin Dauis (CRD# 2786140) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cerritos, CA and has over 27 years of experience in the finance industry.
Teresita Fontanilla (CRD# 3254406) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cerritos, CA and has over 24 years of experience in the finance industry.
Joseph Garza (CRD# 6400939) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cerritos, CA and has over 9 years of experience in the finance industry.