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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.
Ignacio Guzman (CRD# 7143116) 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.
Ethan Lui (CRD# 7547252) is an Investment Advisor Representative working at Morgan Stanley in Santa Ana, CA and has 1 year of experience in the finance industry.
Jordan Markley (CRD# 7148181) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 4 years of experience in the finance industry.
Luz De Sol Olmeda Morgan (CRD# 6809162) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Ana, CA and has 1 year of experience in the finance industry.
Norris Perez (CRD# 7901678) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Santa Ana, CA and has 1 year of experience in the finance industry.
David Reyes (CRD# 3048382) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Santa Ana, CA and has over 23 years of experience in the finance industry.
Adam Shiono (CRD# 3047726) is an Investment Advisor Representative working at Wells Fargo Advisors in Santa Ana, CA and has over 25 years of experience in the finance industry.
Kevin Olsen (CRD# 2267772) is an Investment Advisor Representative working at Primerica Advisors in Santa Ana, CA and has over 31 years of experience in the finance industry.
Richard Jensen (CRD# 2361078) is an Investment Advisor Representative working at Baker Jensen Investment Advisors, LLC in San Juan Capistrano, CA and has over 30 years of experience in the finance industry.
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