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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 Conard (CRD# 5952626) is an Investment Advisor Representative working at Vela Consulting, LLC in Laguna Beach, CA and has over 12 years of experience in the finance industry.
Meghan Coolbaugh (CRD# 6355426) is an Investment Advisor Representative working at Oak Street Advisory Group, LLC in Laguna Beach, CA and has 1 year of experience in the finance industry. Meghan Coolbaugh 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.
Barbara Crane (CRD# 2718752) is an Investment Advisor Representative working at Crane Investments Inc. in Laguna Beach, CA and has over 28 years of experience in the finance industry.
Peter Crane (CRD# 2250877) is an Investment Advisor Representative working at Crane Investments Inc. in Laguna Beach, CA and has over 31 years of experience in the finance industry.
Aileen Danley (CRD# 5673288) is an Investment Advisor Representative working at Oak Street Advisory Group, LLC in Laguna Beach, CA and has over 13 years of experience in the finance industry. Aileen Danley 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.
Jonathon Detter (CRD# 5307765) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has 1 year of experience in the finance industry.
Richard Du Vernet (CRD# 1994669) is an Investment Advisor Representative working at Independent Financial Group, LLC in Laguna Beach, CA and has over 33 years of experience in the finance industry.
Loren Ehlers (CRD# 76196) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Laguna Beach, CA and has over 31 years of experience in the finance industry.
Marshall Eichenauer (CRD# 2333062) is an Investment Advisor Representative working at Sagent Wealth Management in Laguna Beach, CA and has over 31 years of experience in the finance industry.
Brian Goodwin (CRD# 2406559) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Laguna Beach, CA and has over 5 years of experience in the finance industry.