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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.
Anne Tahim (CRD# 4809451) is an Investment Advisor Representative working at Capstone Wealth Management, Inc. in Santa Ana, CA and has over 18 years of experience in the finance industry.
Craig Truman (CRD# 1545620) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Ana, CA and has over 34 years of experience in the finance industry.
Craig Tuthill (CRD# 4156408) is an Investment Advisor Representative working at Wells Fargo Advisors in Santa Ana, CA and has over 23 years of experience in the finance industry.
Mario Vasquez (CRD# 5417835) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 16 years of experience in the finance industry.
June Vinci (CRD# 1320929) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Ana, CA and has over 34 years of experience in the finance industry.
Scott Wetzel (CRD# 2634374) is an Investment Advisor Representative working at Greenworth Investment Advisors, LLC in Santa Ana, CA and has over 28 years of experience in the finance industry.
Bryan Wright (CRD# 5647918) is an Investment Advisor Representative working at Primerica Advisors in Santa Ana, CA and has over 14 years of experience in the finance industry.
Randall Zelko (CRD# 4811815) is an Investment Advisor Representative working at Wells Fargo Advisors in Santa Ana, CA and has over 19 years of experience in the finance industry.
Heather Adams (CRD# 6692118) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Ana, CA and has over 4 years of experience in the finance industry.
Linda Barlow (CRD# 1294972) is an Investment Advisor Representative working at Linda A. Barlow, Cfp in Santa Ana, CA and has 1 year of experience in the finance industry. Linda Barlow 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.