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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.
Daniel Baker (CRD# 5311341) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 16 years of experience in the finance industry. Daniel Baker 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.
Robert Banis (CRD# 2708111) is an Investment Advisor Representative working at Lpl Financial LLC in Ontario, CA and has over 28 years of experience in the finance industry.
Christopher Barney (CRD# 4823856) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 19 years of experience in the finance industry.
Lester Baron (CRD# 5665479) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Ontario, CA and has over 14 years of experience in the finance industry.
Robert Bell (CRD# 4466074) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ontario, CA and has over 22 years of experience in the finance industry.
Allen Block (CRD# 3104427) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 25 years of experience in the finance industry.
Ellen Brasee (CRD# 3058868) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 25 years of experience in the finance industry. Ellen Brasee 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.
Christopher Carreon (CRD# 6380811) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 8 years of experience in the finance industry.
Chris Cooper (CRD# 3239711) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 24 years of experience in the finance industry.