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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.
John Lewis (CRD# 1600550) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Ana, CA and has over 27 years of experience in the finance industry.
Edward Lieber (CRD# 3068249) is an Investment Advisor Representative working at Lsl Financial Services, LLC in Santa Ana, CA and has over 25 years of experience in the finance industry.
David Maciel (CRD# 3054443) 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.
Ryne Mading (CRD# 6688058) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 7 years of experience in the finance industry.
Ara Malazian (CRD# 2653407) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Ana, CA and has over 28 years of experience in the finance industry. Ara Malazian 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.
Fadi Mansour (CRD# 5561823) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Ana, CA and has over 15 years of experience in the finance industry. Fadi Mansour 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.
James McKeever (CRD# 2793792) is an Investment Advisor Representative working at Jim Mckeever, Cfp, Chfc in Santa Ana, CA and has over 27 years of experience in the finance industry. James McKeever 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.
Stephen Meade (CRD# 2091361) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Ana, CA and has over 27 years of experience in the finance industry.
Rodd Miller (CRD# 4984062) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 15 years of experience in the finance industry. Rodd Miller 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.
Bryan Misajon (CRD# 2738502) is an Investment Advisor Representative working at Wells Fargo Advisors in Santa Ana, CA and has over 26 years of experience in the finance industry.