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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
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
Patricia Alexander (CRD# 4538337) is an Investment Advisor Representative working at Mission Street Wealth Planning in Pasadena, CA and has over 21 years of experience in the finance industry.
Richard Alexander (CRD# 5701264) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in Brea, CA and has over 14 years of experience in the finance industry. Richard Alexander 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.
Travis Alexander (CRD# 5504338) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Long Beach, CA and has over 15 years of experience in the finance industry.
Joseph Alexopoulos (CRD# 2352055) is an Investment Advisor Representative working at Miracle Mile Advisors, LLC in Los Angeles, CA and has over 30 years of experience in the finance industry. Joseph Alexopoulos 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.
Andrea Alfi (CRD# 6340984) is an Investment Advisor Representative working at Lpl Financial LLC in Brea, CA and has over 9 years of experience in the finance industry.
Justtini Aliaga (CRD# 4868535) is an Investment Advisor Representative working at Advice And Planning Services in Irvine, CA and has over 19 years of experience in the finance industry.
Daniela Aljawad (CRD# 5604984) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Newport Beach, CA and has over 15 years of experience in the finance industry.
Garth Allan (CRD# 5294782) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 17 years of experience in the finance industry.
Nadia Allaudin (CRD# 3227660) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 24 years of experience in the finance industry.
Michael Allbee (CRD# 5411348) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 16 years of experience in the finance industry. Michael Allbee 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.