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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.
Louie Vargas (CRD# 4625103) 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.
Jose Vizcarra (CRD# 1263466) is an Investment Advisor Representative working at Primerica Advisors in Ontario, CA and has over 39 years of experience in the finance industry.
Celeste Wall (CRD# 5689790) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Ontario, CA and has over 14 years of experience in the finance industry.
Brian Watterson (CRD# 6012436) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 12 years of experience in the finance industry.
Kevin Webb (CRD# 5728604) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Ontario, CA and has over 13 years of experience in the finance industry.
Karyn Wikoff (CRD# 5103031) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 17 years of experience in the finance industry.
Stephen Williams (CRD# 3192240) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ontario, CA and has over 25 years of experience in the finance industry.
Craig Wong (CRD# 1408444) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 33 years of experience in the finance industry.
Rick Yzaguirre (CRD# 2559002) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 29 years of experience in the finance industry.
Deeba Zaman (CRD# 5306646) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 16 years of experience in the finance industry.