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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.
Wendy Nguyen (CRD# 6436494) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huntington Beach, CA and has over 8 years of experience in the finance industry.
Robert Price (CRD# 7646449) is an Investment Advisor Representative working at Apella Wealth in Huntington Beach, CA and has 1 year of experience in the finance industry. Robert Price 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.
Donald Rucker (CRD# 6154791) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Huntington Beach, CA and has over 11 years of experience in the finance industry.
Brent Seehusen (CRD# 7395943) is an Investment Advisor Representative working at White Sail Advisors LLC in Huntington Beach, CA and has over 4 years of experience in the finance industry.
Amber-sky Skipps (CRD# 4617483) is an Investment Advisor Representative working at Edward Jones in Huntington Beach, CA and has 1 year of experience in the finance industry.
George Spritzer (CRD# 5258536) is an Investment Advisor Representative working at Southland Investments in Huntington Beach, CA and has 1 year of experience in the finance industry.
Richard Jensen (CRD# 2361078) is an Investment Advisor Representative working at Baker Jensen Investment Advisors, LLC in San Juan Capistrano, CA and has over 30 years of experience in the finance industry.
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Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.
In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.
Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s...