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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.
David Bahnsen (CRD# 4445322) is an Investment Advisor Representative working at Hightower Advisors, LLC in Newport Beach, CA and has over 22 years of experience in the finance industry. David Bahnsen 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.
June Bahr (CRD# 10105) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.
Rodney Balbuena (CRD# 2571058) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 20 years of experience in the finance industry.
Brandon Baldwin (CRD# 5963818) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 12 years of experience in the finance industry.
Margaret Baldwin (CRD# 864401) is an Investment Advisor Representative working at D.a. Davidson & Company in Newport Beach, CA and has over 39 years of experience in the finance industry.
John Balster (CRD# 4714641) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Newport Beach, CA and has over 8 years of experience in the finance industry.
Mark Banta (CRD# 2074080) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 30 years of experience in the finance industry.
Michael Banta (CRD# 2390390) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 30 years of experience in the finance industry.
Stephen Banta (CRD# 2491994) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 29 years of experience in the finance industry.
Danielle Barabino (CRD# 6543101) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 8 years of experience in the finance industry.