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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.
John Gaines (CRD# 216502) is an Investment Advisor Representative working at Lpl Financial LLC in Laguna Niguel, CA and has over 24 years of experience in the finance industry.
Juliett Givogri (CRD# 3140218) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Niguel, CA and has over 24 years of experience in the finance industry.
Gerald Graves (CRD# 1327639) is an Investment Advisor Representative working at Filigree Wealth Advisors, LLC in Laguna Niguel, CA and has over 38 years of experience in the finance industry.
Graham Grisoli (CRD# 5420466) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Juan Capistrano, CA and has over 16 years of experience in the finance industry.
Armen Guleserian (CRD# 2509450) is an Investment Advisor Representative working at Lpl Financial LLC in Laguna Niguel, CA and has over 29 years of experience in the finance industry. Armen Guleserian 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.
Jeffrey Halbreich (CRD# 4051743) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Laguna Niguel, CA and has over 22 years of experience in the finance industry.
John Harcar (CRD# 1404669) is an Investment Advisor Representative working at Lpl Financial LLC in Laguna Niguel, CA and has over 29 years of experience in the finance industry.
Roderick Holden (CRD# 4580871) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Laguna Niguel, CA and has over 15 years of experience in the finance industry.
James Holly (CRD# 850144) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Laguna Niguel, CA and has over 10 years of experience in the finance industry.
Scott Holmes (CRD# 3111952) is an Investment Advisor Representative working at Lpl Financial LLC in Laguna Niguel, CA and has over 25 years of experience in the finance industry.