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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.
Michael Kosolcharoen (CRD# 6508783) is an Investment Advisor Representative working at Lpl Financial LLC in San Clemente, CA and has over 8 years of experience in the finance industry.
Andrew Labas (CRD# 4605288) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 21 years of experience in the finance industry. Andrew Labas 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.
Corrine Lafollette (CRD# 6164038) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Clemente, CA and has over 8 years of experience in the finance industry.
Drew Marloe (CRD# 1063437) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Clemente, CA and has over 41 years of experience in the finance industry.
Richard McFadden (CRD# 2765788) is an Investment Advisor Representative working at Quiver Financial Holdings LLC in San Clemente, CA and has over 27 years of experience in the finance industry.
Eric Meister (CRD# 5986117) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Clemente, CA and has over 12 years of experience in the finance industry.
Forrest Morrow (CRD# 1447677) is an Investment Advisor Representative working at Evidence Based Investing, LLC in San Clemente, CA and has over 31 years of experience in the finance industry.
Leonard Moulin (CRD# 3012350) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 16 years of experience in the finance industry.
Seth Perry (CRD# 4561475) is an Investment Advisor Representative working at Primerica Advisors in San Clemente, CA and has over 8 years of experience in the finance industry.
James Phillips (CRD# 362616) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 38 years of experience in the finance industry.