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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.
Weihsiung Liang (CRD# 1735086) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chino Hills, CA and has over 35 years of experience in the finance industry.
Albert Lu (CRD# 4790617) is an Investment Advisor Representative working at Qurium Capital LLC in Chino Hills, CA and has over 19 years of experience in the finance industry.
Xin Cheng Mai (CRD# 4315815) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Chino Hills, CA and has over 23 years of experience in the finance industry.
Leon McGroarty (CRD# 1787322) is an Investment Advisor Representative working at Cooper Mcmanus in Chino Hills, CA and has over 30 years of experience in the finance industry.
Craig Netzley (CRD# 4176926) is an Investment Advisor Representative working at Smith Company Financial Advisors / Fusion Funds in Chino Hills, CA and has over 23 years of experience in the finance industry.
John Pham (CRD# 2372633) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Chino Hills, CA and has over 30 years of experience in the finance industry.
Carlos Rojas (CRD# 5523783) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chino Hills, CA and has over 15 years of experience in the finance industry.
Siddharth Shah (CRD# 2946827) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chino Hills, CA and has over 26 years of experience in the finance industry.
Aaron Smith (CRD# 4129234) is an Investment Advisor Representative working at Smith Company Financial Advisors / Fusion Funds in Chino Hills, CA and has over 24 years of experience in the finance industry.
Hai En Sun (CRD# 6906166) is an Investment Advisor Representative working at Edward Jones in Chino Hills, CA and has over 6 years of experience in the finance industry.