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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.
James Kaffen (CRD# 841929) is an Investment Advisor Representative working at Sortino Investment Analytics in San Juan Capistrano, CA and has over 22 years of experience in the finance industry.
Haynes Kendall (CRD# 1274737) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 37 years of experience in the finance industry. Haynes Kendall 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.
Michael Liu (CRD# 2749829) is an Investment Advisor Representative working at Lighthorse Asset Management, LLC in San Juan Capistrano, CA and has over 27 years of experience in the finance industry.
Angela Lord (CRD# 6069877) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 7 years of experience in the finance industry.
Robert Macnider (CRD# 4241133) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Juan Capistrano, CA and has over 23 years of experience in the finance industry.
Charles Mann (CRD# 1010028) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 39 years of experience in the finance industry.
Maximilian Mann (CRD# 6871746) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 6 years of experience in the finance industry. Maximilian Mann 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.
Sashi Menon (CRD# 1451994) is an Investment Advisor Representative working at Menon/brown Advisory Group in San Juan Capistrano, CA and has over 38 years of experience in the finance industry.
Easton Miller (CRD# 6893606) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in San Juan Capistrano, CA and has over 5 years of experience in the finance industry.
Dennis Mollison (CRD# 4700121) is an Investment Advisor Representative working at Osaic Institutions, Inc. in San Juan Capistrano, CA and has over 20 years of experience in the finance industry.