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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.
Lindsay Bourkoff (CRD# 4711297) is an Investment Advisor Representative working at Lpl Financial LLC in Los Angeles, CA and has over 17 years of experience in the finance industry. Lindsay Bourkoff 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.
Andre Bouvier (CRD# 2461126) 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.
Matthew Bowen (CRD# 5590170) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Los Angeles, CA and has over 15 years of experience in the finance industry.
Jordan Bowers (CRD# 5170196) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 17 years of experience in the finance industry.
Briana Bowker (CRD# 6861925) is an Investment Advisor Representative working at Signature Investment Advisors, LLC in Los Angeles, CA and has over 5 years of experience in the finance industry.
Valerie Bowman (CRD# 3259834) is an Investment Advisor Representative working at Bowman Wealth Management in Los Angeles, CA and has over 6 years of experience in the finance industry.
James Boyd (CRD# 1605651) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Los Angeles, CA and has over 33 years of experience in the finance industry. James Boyd 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.
Joshua Bradford (CRD# 4858618) is an Investment Advisor Representative working at Wedbush Securities Inc. in Los Angeles, CA and has over 19 years of experience in the finance industry.
David Bradin (CRD# 5978741) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 11 years of experience in the finance industry.
Sandra Bragar (CRD# 4533687) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry. Sandra Bragar 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.