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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.
Greg Cancino (CRD# 6351417) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Costa Mesa, CA and has over 9 years of experience in the finance industry.
Rey Carandang (CRD# 4690831) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Costa Mesa, CA and has over 19 years of experience in the finance industry.
Dan Carney (CRD# 1685706) is an Investment Advisor Representative working at Carney Portfolio Management Inc. in Costa Mesa, CA and has over 36 years of experience in the finance industry.
Jenice Carter (CRD# 6270872) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Costa Mesa, CA and has over 9 years of experience in the finance industry.
Luke Cattau (CRD# 4519085) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Costa Mesa, CA and has over 21 years of experience in the finance industry.
Katy Chai (CRD# 6958492) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Costa Mesa, CA and has over 5 years of experience in the finance industry.
Steven Check (CRD# 1549561) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 36 years of experience in the finance industry.
Han Chen (CRD# 3111399) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has over 25 years of experience in the finance industry.
Weiping Chen (CRD# 5351845) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry. Weiping Chen 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.
Ryan Chester (CRD# 5219905) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Costa Mesa, CA and has over 16 years of experience in the finance industry.