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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.
Justtini Aliaga (CRD# 4868535) is an Investment Advisor Representative working at Advice And Planning Services in Irvine, CA and has over 19 years of experience in the finance industry.
Daniela Aljawad (CRD# 5604984) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Newport Beach, CA and has over 15 years of experience in the finance industry.
Garth Allan (CRD# 5294782) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 17 years of experience in the finance industry.
Michael Allbee (CRD# 5411348) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 16 years of experience in the finance industry. Michael Allbee 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.
Gary Allen (CRD# 2515244) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Murrieta, CA and has over 29 years of experience in the finance industry.
Jonathon Allen (CRD# 2329509) is an Investment Advisor Representative working at Cuso Financial Services in Anaheim, CA and has over 31 years of experience in the finance industry.
Peggy Allen (CRD# 2050315) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Murrieta, CA and has over 23 years of experience in the finance industry.
Robert Allen (CRD# 2490298) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 28 years of experience in the finance industry.
Theresa Allen (CRD# 2183693) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Newport Beach, CA and has over 31 years of experience in the finance industry.
Barbara Allison (CRD# 2200482) is an Investment Advisor Representative working at Commonwealth Financial Network in Laguna Beach, CA and has over 32 years of experience in the finance industry.