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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
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 Dekoekkoek (CRD# 1898457) is an Investment Advisor Representative working at David De Koekkoek, Cfp, Ea in Ontario, CA and has over 22 years of experience in the finance industry. David Dekoekkoek 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.
Charles Dinise (CRD# 4770465) is an Investment Advisor Representative working at Advisory Alpha, LLC in Ontario, CA and has over 19 years of experience in the finance industry.
Darrin Duval (CRD# 5024640) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 18 years of experience in the finance industry.
Rebecca Eggers (CRD# 2520730) is an Investment Advisor Representative working at Prudential Financial Planning Services in Ontario, CA and has over 29 years of experience in the finance industry.
Angie Feng (CRD# 4722434) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 17 years of experience in the finance industry.
James Fisher (CRD# 208628) is an Investment Advisor Representative working at Trinity Financial Partners in Ontario, CA and has 1 year of experience in the finance industry.
Yvonne Flores (CRD# 6437130) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 8 years of experience in the finance industry.
Ryan Gallo (CRD# 3185944) is an Investment Advisor Representative working at Lpl Financial LLC in Ontario, CA and has over 17 years of experience in the finance industry.
Ruben Gonzalez (CRD# 2619263) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Ontario, CA and has over 28 years of experience in the finance industry.
Suzanne Hart (CRD# 2310586) is an Investment Advisor Representative working at Lpl Financial LLC in Ontario, CA and has over 31 years of experience in the finance industry.