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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.
Jacob Allred (CRD# 7123577) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has 1 year of experience in the finance industry.
Jaxson Allred (CRD# 7135124) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has 1 year of experience in the finance industry.
Mark Chamberlain (CRD# 7685046) is an Investment Advisor Representative working at Annuity Research & Consulting in San Clemente, CA and has over 23 years of experience in the finance industry.
Lynn Chang-Ly (CRD# 6734797) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Clemente, CA and has over 5 years of experience in the finance industry.
Christopher Fono (CRD# 7337923) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Clemente, CA and has 1 year of experience in the finance industry.
Hunter Jefcoat (CRD# 7624353) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has 1 year of experience in the finance industry.
Kevin Kennedy (CRD# 7231189) is an Investment Advisor Representative working at Mfg Investments, LLC in San Clemente, CA and has over 3 years of experience in the finance industry.
Misael Molina (CRD# 6872582) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Clemente, CA and has over 5 years of experience in the finance industry.
Elizabeth Schell (CRD# 7582772) is an Investment Advisor Representative working at Creative Financial Advisor Group LLC in San Clemente, CA and has over 3 years of experience in the finance industry.
Justin Singletary (CRD# 6325695) is an Investment Advisor Representative working at Quiver Financial Holdings LLC in San Clemente, CA and has over 6 years of experience in the finance industry.