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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.
Linda Klugman (CRD# 2420527) is an Investment Advisor Representative working at Lpl Financial LLC in Torrance, CA and has over 29 years of experience in the finance industry.
Laura Knolle (CRD# 4541080) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 21 years of experience in the finance industry. Laura Knolle 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.
Ryan Krantz (CRD# 6193460) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 7 years of experience in the finance industry.
Matthew Kuhn (CRD# 2355603) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 30 years of experience in the finance industry.
David Lacroix (CRD# 5455656) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Torrance, CA and has over 16 years of experience in the finance industry.
Stephen Lalli (CRD# 2391129) is an Investment Advisor Representative working at Planmember Securities Corporation in Torrance, CA and has over 3 years of experience in the finance industry.
Joshua Land (CRD# 6243730) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 10 years of experience in the finance industry. Joshua Land 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.
Adrian Larson (CRD# 3098721) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 24 years of experience in the finance industry.
Brian Latorre (CRD# 5882960) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Torrance, CA and has over 13 years of experience in the finance industry. Brian Latorre 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.
Jae Lee (CRD# 6232749) is an Investment Advisor Representative working at Wealth Teams Alliance in Torrance, CA and has over 6 years of experience in the finance industry.