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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.
Wesley McCain (CRD# 4342566) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.
Michael Misak (CRD# 5599389) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Laguna Hills, CA and has over 13 years of experience in the finance industry.
Brian Moshenko (CRD# 4621648) is an Investment Advisor Representative working at Avantax Advisory Services in Laguna Hills, CA and has over 21 years of experience in the finance industry.
Jonathan Obest (CRD# 6340485) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has over 9 years of experience in the finance industry.
Gregory Ramirez (CRD# 2883461) is an Investment Advisor Representative working at Advisors On Call in Laguna Hills, CA and has over 26 years of experience in the finance industry.
Wesley Rowlands (CRD# 5698411) is an Investment Advisor Representative working at Lpl Financial LLC in Laguna Hills, CA and has over 6 years of experience in the finance industry.
Bradford Runyon (CRD# 7073654) is an Investment Advisor Representative working at Edward Jones in Laguna Hills, CA and has over 4 years of experience in the finance industry.
Frederick Sanchez (CRD# 1123573) is an Investment Advisor Representative working at Crown Capital Securities, LP in Laguna Hills, CA and has over 33 years of experience in the finance industry. Frederick Sanchez 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.
Brady Schrock (CRD# 5885496) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Laguna Hills, CA and has over 13 years of experience in the finance industry.
James Skorheim (CRD# 6384054) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Hills, CA and has over 9 years of experience in the finance industry.