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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 35 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...
Garrett Abel (CRD# 2639348) is an Investment Advisor Representative working at Clearview Investment Partners, LLC in Costa Mesa, CA and has over 26 years of experience in the finance industry.
Robert Aceves (CRD# 5648811) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Costa Mesa, CA and has over 13 years of experience in the finance industry.
Luke Achay (CRD# 5233519) is an Investment Advisor Representative working at Mml Investors Services, LLC in Costa Mesa, CA and has over 15 years of experience in the finance industry. Luke Achay 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.
Trenton Adams (CRD# 2218480) is an Investment Advisor Representative working at Mml Investors Services, LLC in Costa Mesa, CA and has over 30 years of experience in the finance industry.
Genae Affrunti (CRD# 5527996) is an Investment Advisor Representative working at Comerica Securities in Costa Mesa, CA and has over 10 years of experience in the finance industry.
Angela Alldredge (CRD# 2556333) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Costa Mesa, CA and has over 27 years of experience in the finance industry.
Stephen Ambrosini (CRD# 1235905) is an Investment Advisor Representative working at 20/20 Capital Management, Inc. in Costa Mesa, CA and has over 38 years of experience in the finance industry.
Elizabeth Amendt (CRD# 4424978) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Costa Mesa, CA and has over 20 years of experience in the finance industry.