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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.
David Allred (CRD# 2496873) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 29 years of experience in the finance industry.
Cameron Almond (CRD# 6377291) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 9 years of experience in the finance industry.
David Almquist (CRD# 846960) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Irvine, CA and has over 43 years of experience in the finance industry.
Michael Alongi (CRD# 5780527) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 13 years of experience in the finance industry.
Cynthia Alston (CRD# 4896548) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Newport Beach, CA and has over 18 years of experience in the finance industry.
Scott Altenburg (CRD# 2357667) is an Investment Advisor Representative working at T&t Capital Management in Coto De Caza, CA and has over 8 years of experience in the finance industry.
Rick Alvarado (CRD# 2085020) is an Investment Advisor Representative working at Lpl Financial LLC in Fallbrook, CA and has over 33 years of experience in the finance industry. Rick Alvarado 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.
Adrienne Alvarez (CRD# 4830617) is an Investment Advisor Representative working at Lpl Financial LLC in Huntington Beach, CA and has over 19 years of experience in the finance industry.
Reina Alvarez (CRD# 5083412) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Newport Beach, CA and has over 6 years of experience in the finance industry.
Amir Amadi (CRD# 5453289) is an Investment Advisor Representative working at Centricity Financial LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.