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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.
Oscar Martinez (CRD# 3166236) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lake Forest, CA and has over 5 years of experience in the finance industry.
Kenneth Mascari (CRD# 1029796) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lake Forest, CA and has over 32 years of experience in the finance industry.
Andrae Miller (CRD# 5976245) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Lake Forest, CA and has over 12 years of experience in the finance industry.
Mark Monin (CRD# 722815) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Forest, CA and has over 42 years of experience in the finance industry.
Rebecca Napier (CRD# 2903426) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Lake Forest, CA and has over 26 years of experience in the finance industry.
Michael Nesheim (CRD# 6436580) is an Investment Advisor Representative working at G.w. Sherwold Associates, Inc. in Lake Forest, CA and has over 8 years of experience in the finance industry.
John O'neill (CRD# 4559307) is an Investment Advisor Representative working at O'neill Financial Management, Inc. in Lake Forest, CA and has over 15 years of experience in the finance industry.
John Oneill (CRD# 2698082) is an Investment Advisor Representative working at O'neill Financial Management, Inc. in Lake Forest, CA and has over 27 years of experience in the finance industry.
Yvonne Oneill (CRD# 3216749) is an Investment Advisor Representative working at O'neill Financial Management, Inc. in Lake Forest, CA and has over 24 years of experience in the finance industry.
Jared Ong (CRD# 5022033) is an Investment Advisor Representative working at Prudent Investors in Lake Forest, CA and has over 12 years of experience in the finance industry.