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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.
Veronica Aaron (CRD# 2513561) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Brea, CA and has over 29 years of experience in the finance industry.
Talal Abdo (CRD# 4906915) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mission Viejo, CA and has over 19 years of experience in the finance industry.
Reid Abedeen (CRD# 5480138) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Corona, CA and has over 16 years of experience in the finance industry.
Garrett Abel (CRD# 2639348) is an Investment Advisor Representative working at Clearview Investment Partners, LLC in Costa Mesa, CA and has over 28 years of experience in the finance industry.
Robert Abraham (CRD# 867464) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mission Viejo, CA and has over 44 years of experience in the finance industry.
Steven Abraham (CRD# 6383828) 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.
Lawrence Abrahams (CRD# 2493609) is an Investment Advisor Representative working at Crescent Bay Advisors, LLC in Corona Del Mar, CA and has over 27 years of experience in the finance industry.
Michael Acevedo (CRD# 5099625) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Newport Beach, CA and has over 18 years of experience in the finance industry. Michael Acevedo 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.
Robert Aceves (CRD# 5648811) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 15 years of experience in the finance industry.