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Distance Only Newport Beach, CA
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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.
Timothy Bockhold (CRD# 2563004) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Newport Beach, CA and has over 29 years of experience in the finance industry.
John Bodovitz (CRD# 1197656) is an Investment Advisor Representative working at Western International Securities in Newport Beach, CA and has over 40 years of experience in the finance industry.
Shane Boex (CRD# 4125004) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 24 years of experience in the finance industry.
Justin Bogart (CRD# 4609893) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 21 years of experience in the finance industry.
Jeffrey Bogdan (CRD# 4452073) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newport Beach, CA and has over 22 years of experience in the finance industry.
William Boggs (CRD# 5051598) is an Investment Advisor Representative working at Lpl Financial LLC in Newport Beach, CA and has over 18 years of experience in the finance industry. William Boggs 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.
Neddie Bokosky (CRD# 1989279) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newport Beach, CA and has over 33 years of experience in the finance industry. Neddie Bokosky 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.
Tara Manista (CRD# 6916985) is an Investment Advisor Representative working at Sachi Financial Planning in Newport Beach, CA and has over 6 years of experience in the finance industry. Tara Manista 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.
Logan Bolick (CRD# 6318241) is an Investment Advisor Representative working at Altavista Wealth Management, Inc. in Asheville, NC and has 3 years of experience in the finance industry.
Jeffrey Bolwell (CRD# 1263670) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Newport Beach, CA and has over 38 years of experience in the finance industry.