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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.
Chris Lopez (CRD# 4341355) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Seal Beach, CA and has over 23 years of experience in the finance industry.
Lindsay Mais (CRD# 5668302) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 14 years of experience in the finance industry.
Jagruti Makwana (CRD# 4864922) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Seal Beach, CA and has over 19 years of experience in the finance industry.
Howard Marchbanks (CRD# 2253561) is an Investment Advisor Representative working at Lpl Financial LLC in Seal Beach, CA and has over 31 years of experience in the finance industry. Howard Marchbanks 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.
Kelli Martin (CRD# 6096243) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Seal Beach, CA and has over 11 years of experience in the finance industry.
Michael McCullough (CRD# 5685314) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Seal Beach, CA and has over 14 years of experience in the finance industry.
Craig McKnight (CRD# 1614368) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Seal Beach, CA and has over 21 years of experience in the finance industry.
Allen Mellow (CRD# 331642) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 39 years of experience in the finance industry.
Frank Messano (CRD# 4545362) is an Investment Advisor Representative working at Mariner Independent in Seal Beach, CA and has over 16 years of experience in the finance industry.
Elizabeth Metal (CRD# 4432535) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 22 years of experience in the finance industry.