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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 Callari (CRD# 5798102) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 6 years of experience in the finance industry.
John Calvert (CRD# 2594679) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Los Angeles, CA and has over 29 years of experience in the finance industry.
William Calvert (CRD# 1023796) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 42 years of experience in the finance industry.
Adrienne Campbell (CRD# 4665509) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Los Angeles, CA and has over 20 years of experience in the finance industry. Adrienne Campbell 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.
Catherine Campos (CRD# 4789449) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 19 years of experience in the finance industry.
Robert Camras (CRD# 39512) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Los Angeles, CA and has over 43 years of experience in the finance industry.
Lisa Canepa-Sanchez (CRD# 2737928) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 27 years of experience in the finance industry.
Michael Cannone (CRD# 4857126) is an Investment Advisor Representative working at Westmount Partners, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry.
Jonathan Canter (CRD# 5856950) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.
Shufan Cao (CRD# 5004223) is an Investment Advisor Representative working at Silver Oak Wealth Advisors Services, LLC in Los Angeles, CA and has 1 year of experience in the finance industry. Shufan Cao 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.