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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.
Gary Allen (CRD# 2515244) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Murrieta, CA and has over 29 years of experience in the finance industry.
Jonathon Allen (CRD# 2329509) is an Investment Advisor Representative working at Cuso Financial Services in Anaheim, CA and has over 31 years of experience in the finance industry.
Peggy Allen (CRD# 2050315) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Murrieta, CA and has over 23 years of experience in the finance industry.
Robert Allen (CRD# 2490298) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 28 years of experience in the finance industry.
Theresa Allen (CRD# 2183693) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Newport Beach, CA and has over 31 years of experience in the finance industry.
Barbara Allison (CRD# 2200482) is an Investment Advisor Representative working at Commonwealth Financial Network in Laguna Beach, CA and has over 32 years of experience in the finance industry.
David Allred (CRD# 2496873) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 29 years of experience in the finance industry.
Cameron Almond (CRD# 6377291) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 9 years of experience in the finance industry.
David Almquist (CRD# 846960) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Irvine, CA and has over 43 years of experience in the finance industry.
Michael Alongi (CRD# 5780527) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 13 years of experience in the finance industry.