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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.
Anthony Mauro (CRD# 3118670) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Orange, CA and has over 16 years of experience in the finance industry.
Kevin McDaniel (CRD# 2249303) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 31 years of experience in the finance industry.
Derek McLean (CRD# 1939560) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orange, CA and has over 28 years of experience in the finance industry.
Michael McQuilkin (CRD# 2701627) is an Investment Advisor Representative working at Wells Fargo Advisors in Orange, CA and has over 28 years of experience in the finance industry. Michael McQuilkin 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.
Steven Medland (CRD# 4421065) is an Investment Advisor Representative working at Tabr Capital Management, LLC in Orange, CA and has over 20 years of experience in the finance industry. Steven Medland 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.
Nancy Michael (CRD# 4317535) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 23 years of experience in the finance industry.
Larry Michaels (CRD# 4351477) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 22 years of experience in the finance industry.
Gary Miller (CRD# 334779) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 38 years of experience in the finance industry. Gary Miller 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.
Orville Mohler (CRD# 4750532) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Orange, CA and has over 20 years of experience in the finance industry.
Joe Moore (CRD# 873580) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Orange, CA and has over 39 years of experience in the finance industry.