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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 Allbee (CRD# 5411348) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 16 years of experience in the finance industry. Michael Allbee 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.
Angela Alldredge (CRD# 2556333) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Beverly Hills, CA and has over 29 years of experience in the finance industry.
Colin Allen (CRD# 5549603) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Santa Monica, CA and has over 14 years of experience in the finance industry.
David Allen (CRD# 2764225) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Los Angeles, CA and has over 23 years of experience in the finance industry.
David Allen (CRD# 731100) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Rolling Hills Estates, CA and has over 31 years of experience in the finance industry.
John Allen (CRD# 4051640) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 14 years of experience in the finance industry.
Michael Allen (CRD# 5410996) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Beverly Hills, CA and has over 15 years of experience in the finance industry.
Paul Allen (CRD# 2161762) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 32 years of experience in the finance industry.
Randall Allen (CRD# 3168717) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Los Angeles, CA and has over 25 years of experience in the finance industry.
Robert Allen (CRD# 2490298) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 28 years of experience in the finance industry.