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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.
Afra Torres De Macias (CRD# 5317220) is an Investment Advisor Representative working at Primerica Advisors in Fullerton, CA and has over 16 years of experience in the finance industry.
Fredric Umel (CRD# 6141140) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fullerton, CA and has over 11 years of experience in the finance industry.
Jason Valle (CRD# 5521777) is an Investment Advisor Representative working at Lpl Financial LLC in Fullerton, CA and has over 15 years of experience in the finance industry.
William Walker (CRD# 1465509) is an Investment Advisor Representative working at Mariner Wealth in Fullerton, CA and has over 31 years of experience in the finance industry. William Walker 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.
James Zivich (CRD# 1251907) is an Investment Advisor Representative working at Lpl Financial LLC in Fullerton, CA and has over 32 years of experience in the finance industry.
Parth Bhatt (CRD# 7387093) is an Investment Advisor Representative working at Maaxiom Capital LLC in Fullerton, CA and has over 3 years of experience in the finance industry.
Dawn Bowman (CRD# 3082559) is an Investment Advisor Representative working at Mariner Wealth in Fullerton, CA and has over 25 years of experience in the finance industry.
Bradley Campbell (CRD# 3045442) 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.
Wyatt Kiedrowski (CRD# 5896871) is an Investment Advisor Representative working at Kemp Financial Management, LLC in Fullerton, CA and has over 5 years of experience in the finance industry.
Tae Kim (CRD# 2986371) is an Investment Advisor Representative working at Prudential Financial Planning Services in Fullerton, CA and has over 26 years of experience in the finance industry.