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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.
Mark Benson (CRD# 1915552) 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.
Craig Bentley (CRD# 3241519) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Newport Beach, CA and has over 24 years of experience in the finance industry.
Connor Benvenuti (CRD# 6290599) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 9 years of experience in the finance industry.
Steven Bernardy (CRD# 1246442) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 40 years of experience in the finance industry.
Gina Berry (CRD# 2956052) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Newport Beach, CA and has over 26 years of experience in the finance industry.
Blake Bertea (CRD# 2412817) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newport Beach, CA and has over 30 years of experience in the finance industry.
William Best (CRD# 4986826) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 18 years of experience in the finance industry.
Vineer Bhansali (CRD# 3027768) is an Investment Advisor Representative working at Longtail Alpha, LLC in Newport Beach, CA and has over 25 years of experience in the finance industry.
Samantha Blackman (CRD# 6428869) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 8 years of experience in the finance industry.
Christopher Blades (CRD# 3231596) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 24 years of experience in the finance industry.