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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.
Cuong Le (CRD# 4525599) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Garden Grove, CA and has over 21 years of experience in the finance industry.
Joe Nguyen (CRD# 4634639) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Garden Grove, CA and has over 21 years of experience in the finance industry.
Joseph Pena (CRD# 1007327) is an Investment Advisor Representative working at Lpl Financial LLC in Garden Grove, CA and has over 30 years of experience in the finance industry. Joseph Pena 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.
Larry Peregrine (CRD# 1545146) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Garden Grove, CA and has over 28 years of experience in the finance industry.
Michael Prizer (CRD# 2192100) is an Investment Advisor Representative working at Avantax Advisory Services in Garden Grove, CA and has over 32 years of experience in the finance industry.
Cristian Santana (CRD# 6524885) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Garden Grove, CA and has over 8 years of experience in the finance industry.
Cady Tran (CRD# 6110834) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Garden Grove, CA and has over 10 years of experience in the finance industry.
Tommy Tran (CRD# 5323918) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Garden Grove, CA and has over 16 years of experience in the finance industry.
Juan Verdin (CRD# 5662101) is an Investment Advisor Representative working at Wilson Financial Advisors, LLC in Garden Grove, CA and has over 14 years of experience in the finance industry.
Chinh Vuong (CRD# 6492934) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Garden Grove, CA and has over 8 years of experience in the finance industry.