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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.
Samuel Valero (CRD# 6535287) is an Investment Advisor Representative working at Edward Jones in Los Alamitos, CA and has over 8 years of experience in the finance industry.
Michael Veyette (CRD# 4251770) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Los Alamitos, CA and has over 23 years of experience in the finance industry.
Nhan Vuong (CRD# 5466722) is an Investment Advisor Representative working at Fhwv Partners, LLP in Los Alamitos, CA and has over 15 years of experience in the finance industry.
Steven Williams (CRD# 2679273) is an Investment Advisor Representative working at Avantax Advisory Services in Los Alamitos, CA and has over 28 years of experience in the finance industry.
Christopher Woo (CRD# 5470314) is an Investment Advisor Representative working at Lpl Financial LLC in Los Alamitos, CA and has over 16 years of experience in the finance industry.
Nelson Wu (CRD# 6456084) is an Investment Advisor Representative working at Open Square Capital, LLC in Los Alamitos, CA and has over 9 years of experience in the finance industry.
Kathleen Zwickl (CRD# 5843030) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Los Alamitos, CA and has over 12 years of experience in the finance industry.
Stephen Lee (CRD# 3000247) is an Investment Advisor Representative working at Iiygroup LLC in Los Alamitos, CA and has 1 year of experience in the finance industry.
Nora Nosaka (CRD# 6843824) is an Investment Advisor Representative working at Primerica Advisors in Los Alamitos, CA and has over 5 years of experience in the finance industry.
Trevor Pitzak (CRD# 6054944) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Alamitos, CA and has over 11 years of experience in the finance industry.