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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.
Adrian Gaytan (CRD# 5510490) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Long Beach, CA and has over 15 years of experience in the finance industry.
Anthony George (CRD# 220830) is an Investment Advisor Representative working at D.a. Davidson & Company in Long Beach, CA and has over 36 years of experience in the finance industry.
Brett Gersack (CRD# 4079967) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 24 years of experience in the finance industry. Brett Gersack 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.
Tyler Gilley (CRD# 6613448) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 8 years of experience in the finance industry. Tyler Gilley 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.
Joshua Goeppner (CRD# 2656235) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Long Beach, CA and has over 20 years of experience in the finance industry.
Heather Hackett (CRD# 2904145) is an Investment Advisor Representative working at Commonwealth Financial Network in Long Beach, CA and has over 21 years of experience in the finance industry. Heather Hackett 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.
John Hannah (CRD# 6873370) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Long Beach, CA and has over 5 years of experience in the finance industry.
Kathleen Hansen (CRD# 1372264) is an Investment Advisor Representative working at Financial Planning Dept., Inc. in Long Beach, CA and has over 38 years of experience in the finance industry. Kathleen Hansen 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.
Sophat Heng (CRD# 6788073) is an Investment Advisor Representative working at Morgan Stanley in Long Beach, CA and has over 6 years of experience in the finance industry.
Bryan Hernandez (CRD# 6433821) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 6 years of experience in the finance industry.