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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 36 years of experience in the finance industry.
Michael Hernan (CRD# 6736981) is an Investment Advisor Representative working at Edward Jones in Lake Forest, CA and has over 7 years of experience in the finance industry.
Adam Herzing (CRD# 5448024) is an Investment Advisor Representative working at Eagle Strategies LLC in Lake Forest, CA and has over 16 years of experience in the finance industry. Adam Herzing 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.
Patrick Horn (CRD# 2559951) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lake Forest, CA and has over 29 years of experience in the finance industry. Patrick Horn 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.
Robert Johnston (CRD# 3238936) is an Investment Advisor Representative working at Edward Jones in Lake Forest, CA and has over 24 years of experience in the finance industry.
Douglas Jones (CRD# 810094) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lake Forest, CA and has over 32 years of experience in the finance industry.
Melissa Jones (CRD# 1390408) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lake Forest, CA and has over 24 years of experience in the finance industry. Melissa Jones 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.
Charles Kanoy (CRD# 263917) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lake Forest, CA and has over 36 years of experience in the finance industry.
Kathleen Knight (CRD# 4734040) is an Investment Advisor Representative working at Eagle Strategies LLC in Lake Forest, CA and has over 19 years of experience in the finance industry.
Ronald Koenig (CRD# 734296) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lake Forest, CA and has over 32 years of experience in the finance industry. Ronald Koenig 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.
Jeremy Lau (CRD# 6812603) is an Investment Advisor Representative working at Prudent Investors in Lake Forest, CA and has over 6 years of experience in the finance industry.