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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.
Steven Bernstein (CRD# 4721363) is an Investment Advisor Representative working at Lpl Financial LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.
Raymond Bertrand (CRD# 2949869) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 26 years of experience in the finance industry.
Daniel Bessey (CRD# 2708671) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 28 years of experience in the finance industry.
Donald Bessler (CRD# 2339382) is an Investment Advisor Representative working at Windward Capital Management Co in Los Angeles, CA and has over 31 years of experience in the finance industry.
Kevin Betts (CRD# 5561814) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Los Angeles, CA and has over 12 years of experience in the finance industry.
Keith Bewick (CRD# 4827496) is an Investment Advisor Representative working at Tcw Investment Management Company LLC in Los Angeles, CA and has over 19 years of experience in the finance industry.
Vibhore Bhaskar (CRD# 5069772) is an Investment Advisor Representative working at City National Securities, Inc. in Los Angeles, CA and has over 12 years of experience in the finance industry. Vibhore Bhaskar 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.
Roger Bianco Jr (CRD# 3062082) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 25 years of experience in the finance industry.
Ryan Bickle (CRD# 3118345) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 25 years of experience in the finance industry.
Michael Bill (CRD# 4943521) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Los Angeles, CA and has over 18 years of experience in the finance industry.