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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 36 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...
Philip Fried (CRD# 1701802) is an Investment Advisor Representative working at Prudential Financial Planning Services in La Mirada, CA and has over 23 years of experience in the finance industry.
John Hernandez (CRD# 3140900) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in La Mirada, CA and has over 25 years of experience in the finance industry.
Karl Kim (CRD# 1727740) is an Investment Advisor Representative working at Brokers Financial in La Mirada, CA and has over 36 years of experience in the finance industry. Karl Kim 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.
George Ly (CRD# 4630985) is an Investment Advisor Representative working at Lpl Financial LLC in La Mirada, CA and has over 20 years of experience in the finance industry.
Marion Manahan (CRD# 4902635) is an Investment Advisor Representative working at Primerica Advisors in La Mirada, CA and has over 19 years of experience in the finance industry.
Patrick Morehead (CRD# 6661646) is an Investment Advisor Representative working at Quiver Financial Holdings LLC in La Mirada, CA and has over 7 years of experience in the finance industry.
Toan Nguyen (CRD# 6561307) is an Investment Advisor Representative working at Primerica Advisors in La Mirada, CA and has over 8 years of experience in the finance industry.
Micheal Ono (CRD# 2519655) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in La Mirada, CA and has over 29 years of experience in the finance industry.