-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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.
Thomas Bawden (CRD# 5632217) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 7 years of experience in the finance industry.
Brandon Bay (CRD# 2631764) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Los Angeles, CA and has over 28 years of experience in the finance industry.
Robert Bayliff (CRD# 2142875) is an Investment Advisor Representative working at Cuso Financial Services in Los Angeles, CA and has over 32 years of experience in the finance industry.
Katherine Beattie (CRD# 5314865) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 16 years of experience in the finance industry. Katherine Beattie 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.
Drake Beck (CRD# 6068254) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Angeles, CA and has over 11 years of experience in the finance industry.
Ann Becker (CRD# 1651771) is an Investment Advisor Representative working at D.a. Davidson & Company in Los Angeles, CA and has over 32 years of experience in the finance industry.
Scott Beckerman (CRD# 5849403) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 13 years of experience in the finance industry.
Daniel Beckwith (CRD# 4926372) is an Investment Advisor Representative working at Belmont Capital Group in Los Angeles, CA and has over 18 years of experience in the finance industry. Daniel Beckwith 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.
Gunit Bedi (CRD# 4549075) is an Investment Advisor Representative working at Avitas Wealth Management, LLC in Los Angeles, CA and has over 21 years of experience in the finance industry.
Peter Belden (CRD# 6491236) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 8 years of experience in the finance industry.