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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.
Eugene Lee (CRD# 3251486) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Fullerton, CA and has over 10 years of experience in the finance industry.
Paul Lee (CRD# 5541067) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Fullerton, CA and has over 15 years of experience in the finance industry.
Winnie Leong (CRD# 2629989) is an Investment Advisor Representative working at Lpl Financial LLC in Fullerton, CA and has over 28 years of experience in the finance industry.
David Little (CRD# 2465207) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has 1 year of experience in the finance industry. David Little 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.
U Lopez (CRD# 5183433) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fullerton, CA and has over 17 years of experience in the finance industry.
Betty Ludeke (CRD# 6986523) is an Investment Advisor Representative working at Money Concepts Advisory Service in Fullerton, CA and has over 5 years of experience in the finance industry.
David Macleod (CRD# 4983822) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has 1 year of experience in the finance industry. David Macleod 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.
Harold McNaughton (CRD# 2564767) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fullerton, CA and has over 29 years of experience in the finance industry. Harold McNaughton 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.
Travis McShane (CRD# 6177489) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has 1 year of experience in the finance industry. Travis McShane 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.
Martha Moran (CRD# 5867831) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fullerton, CA and has over 9 years of experience in the finance industry.