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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.
James Goldsworth (CRD# 7694191) is an Investment Advisor Representative working at Ruesoff Asset Management LLC in Laguna Niguel, CA and has 1 year of experience in the finance industry.
Richard Goshert (CRD# 1069687) is an Investment Advisor Representative working at Goshert Investment Advisory in Laguna Niguel, CA and has 1 year of experience in the finance industry.
Stephanie Guyton (CRD# 7181489) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Niguel, CA and has over 4 years of experience in the finance industry.
Ellen Jampolsky (CRD# 5944614) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Laguna Niguel, CA and has 1 year of experience in the finance industry.
Noah Kiedrowski (CRD# 7406918) is an Investment Advisor Representative working at Stock Options Dad LLC in Laguna Niguel, CA and has over 2 years of experience in the finance industry.
Tiffany Leso (CRD# 5637729) is an Investment Advisor Representative working at Ehrlich Financial Group in Laguna Niguel, CA and has over 4 years of experience in the finance industry.
Ian McDougall (CRD# 5540578) is an Investment Advisor Representative working at Lpl Financial LLC in Laguna Niguel, CA and has over 7 years of experience in the finance industry. Ian McDougall 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.
Michele Mendiola (CRD# 5536309) is an Investment Advisor Representative working at Morgan Stanley in Laguna Niguel, CA and has over 3 years of experience in the finance industry.
Mark Merritt (CRD# 2708223) is an Investment Advisor Representative working at Melius Investments LLC in Laguna Niguel, CA and has over 25 years of experience in the finance industry.
Timothy Mullaney (CRD# 1897849) is an Investment Advisor Representative working at Melius Investments LLC in Laguna Niguel, CA and has over 26 years of experience in the finance industry.