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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.
Henry Balanza (CRD# 4623951) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fullerton, CA and has over 21 years of experience in the finance industry.
Thomas Balas (CRD# 4977795) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orange, CA and has over 18 years of experience in the finance industry.
Rodney Balbuena (CRD# 2571058) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 20 years of experience in the finance industry.
Harry Bald (CRD# 1653773) is an Investment Advisor Representative working at Primerica Advisors in Riverside, CA and has over 36 years of experience in the finance industry.
Erinleigh Baldivia (CRD# 5315633) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fontana, CA and has over 8 years of experience in the finance industry.
Jjean-claude Baldivino (CRD# 6743051) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Rancho Cucamonga, CA and has over 7 years of experience in the finance industry.
Brandon Baldwin (CRD# 5963818) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 12 years of experience in the finance industry.
Derek Baldwin (CRD# 6381050) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has 1 year of experience in the finance industry.
Margaret Baldwin (CRD# 864401) is an Investment Advisor Representative working at D.a. Davidson & Company in Newport Beach, CA and has over 39 years of experience in the finance industry.
Shareen Balkey (CRD# 2197481) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 25 years of experience in the finance industry.