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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.
Jeremy Saltzberg (CRD# 5904266) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 13 years of experience in the finance industry.
Eric Salvio (CRD# 2562072) is an Investment Advisor Representative working at Spc in Costa Mesa, CA and has over 29 years of experience in the finance industry.
John Schaus (CRD# 2793259) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 27 years of experience in the finance industry.
Brian Seaman (CRD# 1820523) is an Investment Advisor Representative working at Capital Planning Group, LLC in Costa Mesa, CA and has over 35 years of experience in the finance industry. Brian Seaman 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.
David Selleck (CRD# 4937777) is an Investment Advisor Representative working at Commonwealth Financial Network in Costa Mesa, CA and has over 16 years of experience in the finance industry.
Stephanie Shields (CRD# 2653536) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Costa Mesa, CA and has over 27 years of experience in the finance industry.
Robert Shier (CRD# 2198996) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 32 years of experience in the finance industry. Robert Shier 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.
Eric Shute (CRD# 6256163) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 10 years of experience in the finance industry.
Mark Silberfarb (CRD# 423786) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Costa Mesa, CA and has over 42 years of experience in the finance industry. Mark Silberfarb 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.
Joseph Silla (CRD# 5840635) is an Investment Advisor Representative working at Park Avenue Securities LLC in Costa Mesa, CA and has over 13 years of experience in the finance industry.