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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.
Steven Klosterman (CRD# 715600) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 42 years of experience in the finance industry.
Timothy Kohler (CRD# 6377534) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 9 years of experience in the finance industry.
Derek Kokubun (CRD# 5456640) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Long Beach, CA and has over 15 years of experience in the finance industry.
Curtis Kurtz (CRD# 1042174) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Long Beach, CA and has over 28 years of experience in the finance industry.
Edwin Langley (CRD# 2338066) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 30 years of experience in the finance industry.
Ross Langley (CRD# 5600761) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 15 years of experience in the finance industry. Ross Langley 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.
Peter Lanova (CRD# 7082736) is an Investment Advisor Representative working at Tci Investments, LLC in Long Beach, CA and has over 5 years of experience in the finance industry.
David Latham (CRD# 2338247) is an Investment Advisor Representative working at Lpl Financial LLC in Long Beach, CA and has over 31 years of experience in the finance industry. David Latham 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.
Richard Lederer (CRD# 4383533) is an Investment Advisor Representative working at Lederer & Associates Investment Counsel in Long Beach, CA and has 1 year of experience in the finance industry.
Dwight Lee (CRD# 2865783) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Long Beach, CA and has over 26 years of experience in the finance industry.