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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.
Eric Coressel (CRD# 5825576) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Forest, CA and has over 13 years of experience in the finance industry.
Patrick Danly (CRD# 5280316) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 17 years of experience in the finance industry.
Subhash Desai (CRD# 1542940) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lake Forest, CA and has over 36 years of experience in the finance industry.
Adam Devone (CRD# 1506645) is an Investment Advisor Representative working at G.w. Sherwold Associates, Inc. in Lake Forest, CA and has over 17 years of experience in the finance industry.
John Dunphy (CRD# 2603405) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 28 years of experience in the finance industry.
David Eppey (CRD# 2986447) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lake Forest, CA and has over 26 years of experience in the finance industry.
Thomas Flynn (CRD# 4310431) is an Investment Advisor Representative working at G.w. Sherwold Associates, Inc. in Lake Forest, CA and has over 21 years of experience in the finance industry.
Thomas Formica (CRD# 2242006) is an Investment Advisor Representative working at Bcn Financial, Inc. in Lake Forest, CA and has over 30 years of experience in the finance industry.
Trudy Haussmann (CRD# 1596890) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 33 years of experience in the finance industry. Trudy Haussmann 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.
Dominica Henderson (CRD# 5022345) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 10 years of experience in the finance industry. Dominica Henderson 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.