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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.
Moeez Ansari (CRD# 4053253) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 24 years of experience in the finance industry.
Eric Anspach (CRD# 5911292) is an Investment Advisor Representative working at Clg LLC in Murrieta, CA and has over 12 years of experience in the finance industry.
Mark Antariksa (CRD# 6874658) is an Investment Advisor Representative working at City National Rochdale in Irvine, CA and has over 5 years of experience in the finance industry.
Phillip Anton (CRD# 1025842) is an Investment Advisor Representative working at Calton & Associates, Inc. in Yorba Linda, CA and has over 41 years of experience in the finance industry.
Blair Applegate (CRD# 5774739) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Aliso Viejo, CA and has over 13 years of experience in the finance industry.
William Applegate (CRD# 6849997) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 6 years of experience in the finance industry.
Ernesto Araiza (CRD# 4718421) is an Investment Advisor Representative working at Fhwv Partners, LLP in Los Alamitos, CA and has over 20 years of experience in the finance industry.
Rosa Arana (CRD# 1824560) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Irvine, CA and has over 7 years of experience in the finance industry.
Amir Arbabi (CRD# 4914192) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Juan Capistrano, CA and has over 18 years of experience in the finance industry.
Mark Arblaster (CRD# 1622114) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has 1 year of experience in the finance industry. Mark Arblaster 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.