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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.
Michael Conser (CRD# 1639552) is an Investment Advisor Representative working at Lpl Financial LLC in San Juan Capistrano, CA and has over 33 years of experience in the finance industry.
Matthew Deweese (CRD# 1639246) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Juan Capistrano, CA and has over 36 years of experience in the finance industry.
Charles Dzama (CRD# 5648374) is an Investment Advisor Representative working at Cdfinancial in San Juan Capistrano, CA and has over 11 years of experience in the finance industry.
Jeff Fisher (CRD# 4950246) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 16 years of experience in the finance industry.
Michael Flammer (CRD# 209370) is an Investment Advisor Representative working at Multiple Financial Services, Inc. in San Juan Capistrano, CA and has over 27 years of experience in the finance industry.
Darrell Fryer (CRD# 1769154) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in San Juan Capistrano, CA and has over 6 years of experience in the finance industry.
Marcus Griffin (CRD# 4187137) is an Investment Advisor Representative working at Mariner Independent in San Juan Capistrano, CA and has 1 year of experience in the finance industry.
Graham Grisoli (CRD# 5420466) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Juan Capistrano, CA and has over 16 years of experience in the finance industry.
David Hansch (CRD# 1020500) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 41 years of experience in the finance industry. David Hansch 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.
Adrienne Hart (CRD# 5456729) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Juan Capistrano, CA and has over 16 years of experience in the finance industry.