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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.
Michael Dollins (CRD# 2102530) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Los Alamitos, CA and has over 33 years of experience in the finance industry.
Ronald Ellis (CRD# 6644384) is an Investment Advisor Representative working at Primerica Advisors in Los Alamitos, CA and has over 7 years of experience in the finance industry.
Delia Fernandez (CRD# 2312173) is an Investment Advisor Representative working at Fernandez Financial Advisory, LLC in Los Alamitos, CA and has over 31 years of experience in the finance industry.
David Foster (CRD# 1279176) is an Investment Advisor Representative working at Lpl Financial LLC in Los Alamitos, CA and has over 39 years of experience in the finance industry.
Scott Gevertz (CRD# 5171359) is an Investment Advisor Representative working at Lpl Financial LLC in Los Alamitos, CA and has over 12 years of experience in the finance industry.
Robert Gillette (CRD# 221815) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Los Alamitos, CA and has over 41 years of experience in the finance industry. Robert Gillette 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 Hassett (CRD# 7007769) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Los Alamitos, CA and has over 5 years of experience in the finance industry.
Jacob Lifshin (CRD# 1980428) is an Investment Advisor Representative working at Planmember Securities Corporation in Los Alamitos, CA and has over 33 years of experience in the finance industry.
Shawn Louis (CRD# 1982089) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Los Alamitos, CA and has over 32 years of experience in the finance industry.
Steven Mais (CRD# 710902) is an Investment Advisor Representative working at The Chartist in Los Alamitos, CA and has over 40 years of experience in the finance industry.