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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.
Garth Allan (CRD# 5294782) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 17 years of experience in the finance industry.
Michael Allbee (CRD# 5411348) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 16 years of experience in the finance industry. Michael Allbee 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.
James Allen (CRD# 1882869) is an Investment Advisor Representative working at Anchor Bay Capital, Inc. in Carlsbad, CA and has over 8 years of experience in the finance industry. James Allen 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 Allen (CRD# 2490298) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 28 years of experience in the finance industry.
Theresa Allen (CRD# 2183693) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Newport Beach, CA and has over 31 years of experience in the finance industry.
Barbara Allison (CRD# 2200482) is an Investment Advisor Representative working at Commonwealth Financial Network in Laguna Beach, CA and has over 32 years of experience in the finance industry.
David Allred (CRD# 2496873) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 29 years of experience in the finance industry.
Cameron Almond (CRD# 6377291) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 9 years of experience in the finance industry.
David Almquist (CRD# 846960) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Irvine, CA and has over 43 years of experience in the finance industry.
Michael Alongi (CRD# 5780527) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 13 years of experience in the finance industry.