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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.
John Baffa (CRD# 1063193) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 25 years of experience in the finance industry.
Carina Bagboudarian (CRD# 5908200) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 12 years of experience in the finance industry.
David Bahnsen (CRD# 4445322) is an Investment Advisor Representative working at Hightower Advisors, LLC in Newport Beach, CA and has over 22 years of experience in the finance industry. David Bahnsen 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.
June Bahr (CRD# 10105) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.
Jason Bahramian (CRD# 6463878) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Redlands, CA and has over 8 years of experience in the finance industry.
Michael Bailey (CRD# 1661367) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rancho Cucamonga, CA and has over 25 years of experience in the finance industry. Michael Bailey 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.
Robert Bailey (CRD# 2584618) is an Investment Advisor Representative working at Moneypro Wealth Management, LLC in Franklin, TN and has over 29 years of experience in the finance industry.
Daniel Baker (CRD# 5311341) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 16 years of experience in the finance industry. Daniel Baker 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.
Guy Baker (CRD# 10716) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 34 years of experience in the finance industry. Guy Baker 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.
Patrick Baker (CRD# 5478904) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Irvine, CA and has over 16 years of experience in the finance industry.