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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.
Thane McCready (CRD# 2746385) is an Investment Advisor Representative working at Perennial Financial Services in Fountain Valley, CA and has over 27 years of experience in the finance industry. Thane McCready 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.
Stephen Meyers (CRD# 1706516) is an Investment Advisor Representative working at Lpl Financial LLC in Fountain Valley, CA and has over 34 years of experience in the finance industry.
Michael Morrison (CRD# 1220421) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Fountain Valley, CA and has over 40 years of experience in the finance industry. Michael Morrison 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.
Ralph Occhino (CRD# 1083174) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fountain Valley, CA and has over 33 years of experience in the finance industry.
William Osland (CRD# 1602095) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fountain Valley, CA and has over 30 years of experience in the finance industry.
Maria Peugnet (CRD# 1623785) is an Investment Advisor Representative working at Crown Capital Securities, LP in Fountain Valley, CA and has 1 year of experience in the finance industry.
Connie Phan (CRD# 6353925) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fountain Valley, CA and has over 9 years of experience in the finance industry.
Hai Phan (CRD# 5635799) is an Investment Advisor Representative working at Edward Jones in Fountain Valley, CA and has over 15 years of experience in the finance industry.
Jorge Romero (CRD# 4763180) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Fountain Valley, CA and has over 20 years of experience in the finance industry.
Lawrence Russell (CRD# 2589996) is an Investment Advisor Representative working at Lpl Financial LLC in Fountain Valley, CA and has over 28 years of experience in the finance industry.