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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.
Peter Banos (CRD# 4781908) is an Investment Advisor Representative working at Laguna Niguel Summit Wealth Management, LLC in Laguna Niguel, CA and has over 20 years of experience in the finance industry.
Andrea Brezoi (CRD# 6962092) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Niguel, CA and has over 2 years of experience in the finance industry.
Kevin Carron (CRD# 7538228) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Laguna Niguel, CA and has 1 year of experience in the finance industry.
Paul Chung (CRD# 6143183) is an Investment Advisor Representative working at Morgan Stanley in Laguna Niguel, CA and has over 2 years of experience in the finance industry.
Blake Davidson (CRD# 6974610) is an Investment Advisor Representative working at Morgan Stanley in Laguna Niguel, CA and has over 4 years of experience in the finance industry.
Eric Dileo (CRD# 7251669) is an Investment Advisor Representative working at Gradient Advisors, LLC in Laguna Niguel, CA and has over 4 years of experience in the finance industry.
Christopher Donahugh (CRD# 2778176) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Laguna Niguel, CA and has over 27 years of experience in the finance industry.
Tommy Fausett (CRD# 6167142) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 4 years of experience in the finance industry.
Erik Gebhard (CRD# 2143737) is an Investment Advisor Representative working at Ridgeline Research LLC in Laguna Niguel, CA and has over 32 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.