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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
Paul Arrington (CRD# 5755164) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 10 years of experience in the finance industry.
David Bright (CRD# 6747245) is an Investment Advisor Representative working at Bright Future Investment Advisors, Inc. in Newport Beach, CA and has over 4 years of experience in the finance industry.
Gregory Butler (CRD# 2503912) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 26 years of experience in the finance industry.
Mark Cecchini (CRD# 5924081) is an Investment Advisor Representative working at Catalyst Wealth Advisors LLC in Newport Beach, CA and has 1 year of experience in the finance industry. Mark Cecchini 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.
Jonathan Cheng (CRD# 2067921) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 30 years of experience in the finance industry.
Desmond Daly (CRD# 4317854) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Newport Beach, CA and has over 20 years of experience in the finance industry. Desmond Daly 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.
Alan Ebright (CRD# 2584974) is an Investment Advisor Representative working at Hodges Capital Management Inc. in Newport Beach, CA and has over 24 years of experience in the finance industry.
Vito Francone (CRD# 2349326) is an Investment Advisor Representative working at Crown Capital Securities, LP in Newport Beach, CA and has over 26 years of experience in the finance industry.
Jeffrey Gilbert (CRD# 1993261) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Newport Beach, CA and has over 30 years of experience in the finance industry.
James Hatcher (CRD# 1474336) is an Investment Advisor Representative working at Cetera Advisors LLC in Newport Beach, CA and has over 31 years of experience in the finance industry. James Hatcher 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.