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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 36 years of experience in the finance industry.
Daniel Bemel (CRD# 5684599) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 14 years of experience in the finance industry.
Ofer Ben-Menahem (CRD# 2880185) is an Investment Advisor Representative working at L & S Advisors, Inc. in Los Angeles, CA and has over 26 years of experience in the finance industry.
Pamela Bennett (CRD# 1466131) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.
Jeb Bent (CRD# 5582678) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 15 years of experience in the finance industry. Jeb Bent 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.
Matthew Benton (CRD# 5748057) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 10 years of experience in the finance industry.
Bradley Berdow (CRD# 5274797) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 17 years of experience in the finance industry.
Jerry Berg (CRD# 4809213) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 19 years of experience in the finance industry.
Royce Bergman (CRD# 5414258) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 16 years of experience in the finance industry.
Daniel Bergmann (CRD# 6755655) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.
Carina Berlin (CRD# 6260735) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Los Angeles, CA and has over 9 years of experience in the finance industry. Carina Berlin 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.