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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.
Lorraine Adams (CRD# 4272006) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 8 years of experience in the finance industry.
Natalie Adams (CRD# 6302760) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Irvine, CA and has over 9 years of experience in the finance industry.
Samuel Adams (CRD# 6057464) is an Investment Advisor Representative working at Kinetic Investment Management, Inc. in Glendale, CA and has over 8 years of experience in the finance industry.
Kathleen Adams-Brosterman (CRD# 1736020) is an Investment Advisor Representative working at Mml Investors Services, LLC in Beverly Hills, CA and has over 25 years of experience in the finance industry.
Joseph Addy (CRD# 4609130) is an Investment Advisor Representative working at Wells Fargo Advisors in Long Beach, CA and has over 21 years of experience in the finance industry.
David Adefeso (CRD# 2769522) is an Investment Advisor Representative working at The Pacific Group in Los Angeles, CA and has over 22 years of experience in the finance industry.
Steven Adelizi (CRD# 1014208) is an Investment Advisor Representative working at Wells Fargo Advisors in Santa Ana, CA and has over 42 years of experience in the finance industry.
Nikolas Adell (CRD# 2779047) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 25 years of experience in the finance industry.
Jeffrey Adema (CRD# 5730730) is an Investment Advisor Representative working at Cardinal Point Wealth Management in Irvine, CA and has over 13 years of experience in the finance industry. Jeffrey Adema 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.
Robert Ades (CRD# 4088386) is an Investment Advisor Representative working at Ades Investment Counsel, Inc. in Los Angeles, CA and has over 24 years of experience in the finance industry.