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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 36 years of experience in the finance industry.
Christopher Ferraro (CRD# 5510252) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Clemente, CA and has over 15 years of experience in the finance industry.
Brett Gallinger (CRD# 5914356) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in San Clemente, CA and has over 12 years of experience in the finance industry.
Charles Gunn (CRD# 722640) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Clemente, CA and has over 29 years of experience in the finance industry. Charles Gunn 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.
Ryan Gunn (CRD# 5326196) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Clemente, CA and has over 16 years of experience in the finance industry. Ryan Gunn 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.
Ronald Hada (CRD# 3257051) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 24 years of experience in the finance industry. Ronald Hada 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.
William Hall (CRD# 1239549) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Clemente, CA and has over 37 years of experience in the finance industry. William Hall 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.
John Hollands (CRD# 5748620) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Clemente, CA and has over 14 years of experience in the finance industry.
Ronald Holliday (CRD# 2783570) is an Investment Advisor Representative working at Lpl Financial LLC in San Clemente, CA and has over 27 years of experience in the finance industry.
Arthur Johnson (CRD# 2510972) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Clemente, CA and has over 29 years of experience in the finance industry.
Kenneth Johnson (CRD# 4509240) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 22 years of experience in the finance industry.