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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...
Clive McKay (CRD# 2200465) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Palma, CA and has over 32 years of experience in the finance industry. Clive McKay 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.
Miguel Sotelo Jaime (CRD# 6736779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Palma, CA and has over 5 years of experience in the finance industry.
Kenneth Whittenbury (CRD# 4647605) is an Investment Advisor Representative working at Edward Jones in La Palma, CA and has over 14 years of experience in the finance industry.
Mina Gill (CRD# 5615510) is an Investment Advisor Representative working at State Farm Investment Management Corp. in La Palma, CA and has over 15 years of experience in the finance industry.
Ken Lee (CRD# 6077948) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Palma, CA and has over 2 years of experience in the finance industry.
Julio Sandoval (CRD# 7801220) is an Investment Advisor Representative working at Edward Jones in La Palma, CA and has 1 year of experience in the finance industry.
Richard Jensen (CRD# 2361078) is an Investment Advisor Representative working at Baker Jensen Investment Advisors, LLC in San Juan Capistrano, CA and has over 30 years of experience in the finance industry.
Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.
In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.
Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s...