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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.
Joseph Dimino (CRD# 4036159) is an Investment Advisor Representative working at Avantax Advisory Services in Mission Viejo, CA and has over 24 years of experience in the finance industry.
Mark Dobrilovic (CRD# 5035633) is an Investment Advisor Representative working at Independent Financial Group, LLC in Mission Viejo, CA and has over 18 years of experience in the finance industry.
Mark Donahue (CRD# 1737053) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 30 years of experience in the finance industry. Mark Donahue 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.
Clifford Downie (CRD# 4834939) is an Investment Advisor Representative working at Downie Financial Group in Mission Viejo, CA and has over 19 years of experience in the finance industry.
William Edde (CRD# 3272368) is an Investment Advisor Representative working at Primerica Advisors in Mission Viejo, CA and has over 24 years of experience in the finance industry.
Randal Ellis (CRD# 2714900) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mission Viejo, CA and has over 22 years of experience in the finance industry.
Curtis Farrell (CRD# 1282232) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 31 years of experience in the finance industry. Curtis Farrell 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.
Arthur Felix (CRD# 4870532) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mission Viejo, CA and has over 19 years of experience in the finance industry.
Sheryl Fielder (CRD# 4979832) is an Investment Advisor Representative working at Primerica Advisors in Mission Viejo, CA and has over 18 years of experience in the finance industry.
Kevin Findlay (CRD# 5951109) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mission Viejo, CA and has over 11 years of experience in the finance industry.