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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.
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
Roberto Austin (CRD# 5256700) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fountain Valley, CA and has over 17 years of experience in the finance industry. Roberto Austin 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 Bambico (CRD# 5857251) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fountain Valley, CA and has over 13 years of experience in the finance industry.
James Barr (CRD# 1786490) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fountain Valley, CA and has over 32 years of experience in the finance industry.
Jennifer Brown (CRD# 4392835) is an Investment Advisor Representative working at Lpl Financial LLC in Fountain Valley, CA and has over 22 years of experience in the finance industry.
Darren Bui (CRD# 6309285) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fountain Valley, CA and has over 9 years of experience in the finance industry.
Matthew Crandall (CRD# 5240943) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fountain Valley, CA and has over 17 years of experience in the finance industry.
Christian Del Giorgio (CRD# 4687100) is an Investment Advisor Representative working at Lpl Financial LLC in Fountain Valley, CA and has over 20 years of experience in the finance industry.
Gregory Gabora (CRD# 2877387) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fountain Valley, CA and has over 26 years of experience in the finance industry.