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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 12 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 5 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 27 years of experience in the finance industry.
Yisen Cai (CRD# 6057189) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Newport Beach, CA and has over 10 years of experience in the finance industry. Yisen Cai 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 32 years of experience in the finance industry. Jonathan Cheng 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.
Cindy Chin (CRD# 4091612) is an Investment Advisor Representative working at Crown Capital Securities, LP in Newport Beach, CA and has over 21 years of experience in the finance industry.
Kevin Corrigan (CRD# 1940638) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Newport Beach, CA and has over 33 years of experience in the finance industry.
David Dardashti (CRD# 4958265) is an Investment Advisor Representative working at Spearhead Advisors, LLC in Newport Beach, CA and has over 14 years of experience in the finance industry.
Alan Ebright (CRD# 2584974) is an Investment Advisor Representative working at Hodges Capital Management Inc. in Newport Beach, CA and has over 26 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 27 years of experience in the finance industry.