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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.
Tami Simpson (CRD# 5263487) is an Investment Advisor Representative working at Wealth Financial Group West, Inc. in Costa Mesa, CA and has over 16 years of experience in the finance industry. Tami Simpson 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.
Christina Sisson (CRD# 2514808) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has over 22 years of experience in the finance industry.
James Spina (CRD# 2019197) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Costa Mesa, CA and has over 33 years of experience in the finance industry.
Theodore Squilanti (CRD# 6837159) is an Investment Advisor Representative working at Edward Jones in Costa Mesa, CA and has over 6 years of experience in the finance industry.
David Stevens (CRD# 1553001) is an Investment Advisor Representative working at Spc in Costa Mesa, CA and has over 36 years of experience in the finance industry. David Stevens 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.
Frank Teng (CRD# 2924893) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Costa Mesa, CA and has over 26 years of experience in the finance industry. Frank Teng 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.
John Thatcher (CRD# 2209222) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 32 years of experience in the finance industry.
Wira Tjakra (CRD# 2394633) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Costa Mesa, CA and has over 30 years of experience in the finance industry.
Christina Todd (CRD# 4013808) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 22 years of experience in the finance industry.
Shu Todoroki (CRD# 4647429) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Costa Mesa, CA and has over 21 years of experience in the finance industry.