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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.
Andrew Mancuso (CRD# 5956516) is an Investment Advisor Representative working at The Ameriflex Group in Torrance, CA and has over 12 years of experience in the finance industry. Andrew Mancuso 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.
Neal Marchant (CRD# 5236817) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 16 years of experience in the finance industry.
Laila Marshall-Pence (CRD# 710521) is an Investment Advisor Representative working at Lpl Financial LLC in Torrance, CA and has over 41 years of experience in the finance industry. Laila Marshall-Pence 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.
Christian Masariego (CRD# 6434117) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Torrance, CA and has over 8 years of experience in the finance industry.
Keith McBride (CRD# 5847671) is an Investment Advisor Representative working at Keith Mcbride Financial Services Inc. in Torrance, CA and has over 13 years of experience in the finance industry.
Mark McDonough (CRD# 4999634) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Torrance, CA and has over 18 years of experience in the finance industry. Mark McDonough 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.
Elizabeth McElravey (CRD# 2144324) is an Investment Advisor Representative working at Clg LLC in Torrance, CA and has over 32 years of experience in the finance industry. Elizabeth McElravey 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.
Michelle Medina (CRD# 2341160) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Torrance, CA and has over 29 years of experience in the finance industry.
Rafael Mendez (CRD# 4851188) is an Investment Advisor Representative working at City National Securities, Inc. in Torrance, CA and has over 19 years of experience in the finance industry.
Analuisa Mercado (CRD# 6002515) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 5 years of experience in the finance industry. Analuisa Mercado 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.