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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.
Steven Reed (CRD# 2379763) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Ana, CA and has over 30 years of experience in the finance industry.
Charla Riley (CRD# 4195005) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Ana, CA and has over 23 years of experience in the finance industry.
Daniel Roberts (CRD# 843172) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Santa Ana, CA and has over 36 years of experience in the finance industry.
William Rodgers (CRD# 2692081) is an Investment Advisor Representative working at Avantax Advisory Services in Santa Ana, CA and has over 28 years of experience in the finance industry.
Loris Rose (CRD# 1836176) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Santa Ana, CA and has over 23 years of experience in the finance industry.
Charles Rother (CRD# 1159124) is an Investment Advisor Representative working at American Strategic Capital in Santa Ana, CA and has over 40 years of experience in the finance industry.
Jonathan Royal (CRD# 2267373) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Ana, CA and has over 31 years of experience in the finance industry. Jonathan Royal 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.
Matthew Sanchez (CRD# 5875076) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Ana, CA and has over 13 years of experience in the finance industry.
Cristian Santana (CRD# 6524885) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Ana, CA and has over 8 years of experience in the finance industry.
Richard Schultz (CRD# 2122190) is an Investment Advisor Representative working at Pacific Investment Research in Santa Ana, CA and has over 33 years of experience in the finance industry. Richard Schultz 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.