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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.
Dylan Edwards (CRD# 7208655) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mission Viejo, CA and has over 2 years of experience in the finance industry.
Norbert Garcia (CRD# 2724776) is an Investment Advisor Representative working at Lpl Financial LLC in Mission Viejo, CA and has over 28 years of experience in the finance industry.
Christy Hatch (CRD# 7069611) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mission Viejo, CA and has over 4 years of experience in the finance industry.
Samira Izadpanah (CRD# 7007514) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mission Viejo, CA and has over 5 years of experience in the finance industry.
Matthew Jordan (CRD# 7157616) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 3 years of experience in the finance industry.
Brian Lam (CRD# 3125724) is an Investment Advisor Representative working at Edward Jones in Mission Viejo, CA and has 1 year of experience in the finance industry.
John Leat (CRD# 7558913) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mission Viejo, CA and has 1 year of experience in the finance industry.
Gregg Lee (CRD# 7787883) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mission Viejo, CA and has 1 year of experience in the finance industry.
Kyle Mabe (CRD# 7212396) is an Investment Advisor Representative working at Edward Jones in Mission Viejo, CA and has over 4 years of experience in the finance industry.
Brock McNeff (CRD# 6800607) is an Investment Advisor Representative working at Lpl Financial LLC in Mission Viejo, CA and has over 6 years of experience in the finance industry.