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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.
Ramin Naghshineh (CRD# 6454986) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Beach, CA and has over 8 years of experience in the finance industry.
Diana Navarre (CRD# 1750626) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Laguna Beach, CA and has over 24 years of experience in the finance industry.
Daniel Niednagel (CRD# 5613211) is an Investment Advisor Representative working at Bird Rock Management, LLC in Laguna Beach, CA and has over 8 years of experience in the finance industry.
Stephen Niednagel (CRD# 2412047) is an Investment Advisor Representative working at Bird Rock Management, LLC in Laguna Beach, CA and has over 30 years of experience in the finance industry.
William Orke (CRD# 1052851) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 12 years of experience in the finance industry.
Sloane Payne (CRD# 2747251) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 12 years of experience in the finance industry.
Larry Pendleton (CRD# 827426) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Laguna Beach, CA and has over 24 years of experience in the finance industry.
William Pugh (CRD# 4855771) is an Investment Advisor Representative working at Vela Consulting, LLC in Laguna Beach, CA and has over 19 years of experience in the finance industry.
James Richardson (CRD# 375759) is an Investment Advisor Representative working at J K R & Company, Inc. in Laguna Beach, CA and has over 36 years of experience in the finance industry.
Thomas Sim (CRD# 2248864) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Laguna Beach, CA and has over 30 years of experience in the finance industry.