-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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.
Eric Nichols (CRD# 2710703) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 27 years of experience in the finance industry.
Scott O'brien (CRD# 1220808) is an Investment Advisor Representative working at Fisher Investments in Laguna Niguel, CA and has over 40 years of experience in the finance industry.
Trishia Olivas (CRD# 5979240) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Niguel, CA and has over 11 years of experience in the finance industry.
Cara Paynter (CRD# 4687406) is an Investment Advisor Representative working at Morgan Stanley in Laguna Niguel, CA and has over 20 years of experience in the finance industry.
Paul Pendorf (CRD# 1673483) is an Investment Advisor Representative working at Independent Financial Group, LLC in Laguna Niguel, CA and has over 24 years of experience in the finance industry.
Richard Price (CRD# 6286230) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Laguna Niguel, CA and has over 6 years of experience in the finance industry.
Nicole Quinlan (CRD# 6059719) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Niguel, CA and has over 11 years of experience in the finance industry.
Dari Rachedi (CRD# 1916745) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Laguna Niguel, CA and has over 33 years of experience in the finance industry.
Liliana Radu (CRD# 2162368) is an Investment Advisor Representative working at Commonwealth Financial Network in Laguna Niguel, CA and has over 32 years of experience in the finance industry.
Richard Riegle (CRD# 6169876) is an Investment Advisor Representative working at Edward Jones in Laguna Niguel, CA and has over 10 years of experience in the finance industry. Richard Riegle 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.