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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.
Ross Herman (CRD# 5650505) is an Investment Advisor Representative working at Hip Investor, Inc. in Laguna Beach, CA and has over 14 years of experience in the finance industry.
Josiah Jennings (CRD# 6031164) 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.
John Karl (CRD# 1335803) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 14 years of experience in the finance industry.
Maghan Klein (CRD# 6399637) is an Investment Advisor Representative working at Edward Jones in Laguna Beach, CA and has over 8 years of experience in the finance industry.
Don Kuo (CRD# 3265027) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 24 years of experience in the finance industry.
Kim Lim (CRD# 2757580) is an Investment Advisor Representative working at Lpl Financial LLC in Laguna Beach, CA and has over 27 years of experience in the finance industry.
Jason Luhan (CRD# 5483636) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Laguna Beach, CA and has over 15 years of experience in the finance industry.
John Macarthur (CRD# 1904282) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 32 years of experience in the finance industry.
Luis Martinez (CRD# 2144465) is an Investment Advisor Representative working at Private Management Group Inc. in Laguna Beach, CA and has over 32 years of experience in the finance industry.
William McBean (CRD# 1901190) is an Investment Advisor Representative working at Cambria Capital LLC in Laguna Beach, CA and has over 33 years of experience in the finance industry.