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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.
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.
Joseph Barretto (CRD# 2124619) is an Investment Advisor Representative working at Abacus Wealth International (awi) in Santa Ana, CA and has over 32 years of experience in the finance industry. Joseph Barretto 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.
Trisha Braunstein (CRD# 7599258) is an Investment Advisor Representative working at Edward Jones in Santa Ana, CA and has 1 year of experience in the finance industry.
Paul Byrd (CRD# 2272298) is an Investment Advisor Representative working at Wells Fargo Advisors in Santa Ana, CA and has over 31 years of experience in the finance industry.
Julia Caballero (CRD# 2573244) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Ana, CA and has over 6 years of experience in the finance industry.
Matthew Catone (CRD# 7283115) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 3 years of experience in the finance industry.
David Chapman (CRD# 7781067) is an Investment Advisor Representative working at Dfs Capital Management in Santa Ana, CA and has 1 year of experience in the finance industry.
Hayim Clein (CRD# 6306930) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Ana, CA and has over 4 years of experience in the finance industry.
Mindy Do (CRD# 7121558) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Ana, CA and has over 4 years of experience in the finance industry.
Luis Garcia Estrada (CRD# 7155972) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Ana, CA and has over 3 years of experience in the finance industry.