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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 36 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...
Scott Altenburg (CRD# 2357667) is an Investment Advisor Representative working at T&t Capital Management in Coto De Caza, CA and has over 8 years of experience in the finance industry.
Daniel Dunn (CRD# 3105100) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coto De Caza, CA and has over 25 years of experience in the finance industry.
Mitchell Fee (CRD# 5950554) is an Investment Advisor Representative working at T&t Capital Management in Coto De Caza, CA and has over 8 years of experience in the finance industry.
Erik Halvorsen (CRD# 5011239) is an Investment Advisor Representative working at My Advisors, LLC in Coto De Caza, CA and has over 22 years of experience in the finance industry.
Joel Kelner (CRD# 5865866) is an Investment Advisor Representative working at T&t Capital Management in Coto De Caza, CA and has over 10 years of experience in the finance industry.
John McKeehan (CRD# 2726462) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Coto De Caza, CA and has over 27 years of experience in the finance industry.
James Okeefe (CRD# 1465952) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Coto De Caza, CA and has over 37 years of experience in the finance industry.
Morgan Stevens (CRD# 6221158) is an Investment Advisor Representative working at Morgan Stevens Asset Management, LLC in Coto De Caza, CA and has over 10 years of experience in the finance industry.