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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.
Todd Crane (CRD# 5005867) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fullerton, CA and has over 12 years of experience in the finance industry. Todd Crane 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.
Joseph Demaria (CRD# 2290052) is an Investment Advisor Representative working at Lpl Financial LLC in Fullerton, CA and has over 31 years of experience in the finance industry.
Patrick Duignan (CRD# 5848393) is an Investment Advisor Representative working at Money Concepts Advisory Service in Fullerton, CA and has over 13 years of experience in the finance industry.
Michael Duran (CRD# 5059428) is an Investment Advisor Representative working at Michael W. Duran, Cpa, Apc in Fullerton, CA and has over 22 years of experience in the finance industry.
Regina Frias (CRD# 2748727) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fullerton, CA and has over 27 years of experience in the finance industry.
John Galea (CRD# 4201747) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fullerton, CA and has over 23 years of experience in the finance industry.
James Grace (CRD# 6331879) is an Investment Advisor Representative working at Commonwealth Financial Network in Fullerton, CA and has 1 year of experience in the finance industry.
Terri Grassi (CRD# 3069908) is an Investment Advisor Representative working at Rai Wealth Management in Fullerton, CA and has over 25 years of experience in the finance industry.
Paul Gregerson (CRD# 2637409) is an Investment Advisor Representative working at Avantax Advisory Services in Fullerton, CA and has over 25 years of experience in the finance industry.
Kitmen Gunther (CRD# 2331954) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fullerton, CA and has over 30 years of experience in the finance industry.