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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.
Todd Dagostino (CRD# 2189577) is an Investment Advisor Representative working at Your Private Client Group, Inc. in Huntington Beach, CA and has over 16 years of experience in the finance industry.
Craig Davis (CRD# 5226964) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huntington Beach, CA and has over 17 years of experience in the finance industry. Craig Davis 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.
Michael De Luz (CRD# 2526894) is an Investment Advisor Representative working at Williams & Novak Wealth Management, LLC in Huntington Beach, CA and has over 29 years of experience in the finance industry.
Hallie Dena (CRD# 6643587) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Huntington Beach, CA and has over 6 years of experience in the finance industry.
Richard Donovan (CRD# 1667715) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntington Beach, CA and has over 30 years of experience in the finance industry.
Harold Durbin (CRD# 2887064) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Huntington Beach, CA and has over 26 years of experience in the finance industry. Harold Durbin 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.
Edward Dzwonkowski (CRD# 2402054) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Huntington Beach, CA and has over 28 years of experience in the finance industry.
Amr Elgamal (CRD# 5547161) is an Investment Advisor Representative working at Lpl Financial LLC in Huntington Beach, CA and has over 15 years of experience in the finance industry.
Craig Frolich (CRD# 714276) is an Investment Advisor Representative working at Cm First Capital Corp. in Huntington Beach, CA and has over 36 years of experience in the finance industry.
Eric Frontino (CRD# 6895673) is an Investment Advisor Representative working at Lpl Financial LLC in Huntington Beach, CA and has over 5 years of experience in the finance industry.