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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.
Douglas Nichols (CRD# 4935905) is an Investment Advisor Representative working at Nichols Group LLC in Huntington Beach, CA and has over 23 years of experience in the finance industry.
Ulli Niemann (CRD# 2306009) is an Investment Advisor Representative working at Southland Investments in Huntington Beach, CA and has 1 year of experience in the finance industry.
Darren Northam (CRD# 2765202) is an Investment Advisor Representative working at Clay Northam Wealth Management in Huntington Beach, CA and has over 27 years of experience in the finance industry. Darren Northam 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.
Charles Nuwer (CRD# 6228556) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huntington Beach, CA and has over 10 years of experience in the finance industry.
Ryan Omoto (CRD# 4802377) is an Investment Advisor Representative working at Edward Jones in Huntington Beach, CA and has over 19 years of experience in the finance industry.
Frank Parlato (CRD# 3201430) is an Investment Advisor Representative working at Calton & Associates, Inc. in Huntington Beach, CA and has over 25 years of experience in the finance industry.
Vanessa Pearson (CRD# 3185627) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Huntington Beach, CA and has over 25 years of experience in the finance industry.
Hunter Peterson (CRD# 6691463) is an Investment Advisor Representative working at Weaver Consulting Group, LLC in Huntington Beach, CA and has over 7 years of experience in the finance industry.
Peter Philipp (CRD# 1872517) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Huntington Beach, CA and has over 22 years of experience in the finance industry.
Stephen Prichard (CRD# 5043398) is an Investment Advisor Representative working at Harvest Financial Advisors, Inc. in Huntington Beach, CA and has over 21 years of experience in the finance industry. Stephen Prichard 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.