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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.
Kevin Barlow (CRD# 5487051) is an Investment Advisor Representative working at Mariner Independent in Newport Beach, CA and has over 16 years of experience in the finance industry.
Kenneth Barnes (CRD# 5712709) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 14 years of experience in the finance industry.
Rial Barnett (CRD# 1906698) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 35 years of experience in the finance industry.
Richard Barry (CRD# 2766462) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 27 years of experience in the finance industry.
Michael Bas (CRD# 2459809) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Newport Beach, CA and has over 30 years of experience in the finance industry.
Jay Baumgardner (CRD# 1879453) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 31 years of experience in the finance industry.
Michael Beck (CRD# 1278243) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.
Rebekah Beekie (CRD# 5071272) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newport Beach, CA and has over 6 years of experience in the finance industry.
Bradley Behrendt (CRD# 4472928) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newport Beach, CA and has over 22 years of experience in the finance industry.
Kurt Beimfohr (CRD# 6050202) is an Investment Advisor Representative working at Knightsbridge Wealth Management in Newport Beach, CA and has over 12 years of experience in the finance industry.