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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.
Andrew McVay (CRD# 5565646) is an Investment Advisor Representative working at Avalon Financial Advisors in Laguna Hills, CA and has 1 year of experience in the finance industry. Andrew McVay 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.
Scott Monroe (CRD# 2510466) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has over 26 years of experience in the finance industry. Scott Monroe 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.
Hicham Nasreddine (CRD# 7195721) is an Investment Advisor Representative working at Emerald Blue Advisors in Laguna Hills, CA and has over 4 years of experience in the finance industry.
Khoi Nguyen (CRD# 6832951) is an Investment Advisor Representative working at Edward Jones in Laguna Hills, CA and has over 5 years of experience in the finance industry.
Lisa Nguyen (CRD# 7147506) is an Investment Advisor Representative working at Optimize Financial Inc. in Laguna Hills, CA and has over 4 years of experience in the finance industry.
Hector Romo (CRD# 6575365) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has over 7 years of experience in the finance industry.
Joseph Vedell (CRD# 7310482) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.
James Weems (CRD# 7462859) is an Investment Advisor Representative working at Edward Jones in Laguna Hills, CA and has over 2 years of experience in the finance industry.
John Williams (CRD# 7823152) is an Investment Advisor Representative working at Optimize Financial Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.
Jacob Wuest (CRD# 7670105) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Hills, CA and has 1 year of experience in the finance industry.