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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.
Glen Michel (CRD# 4903181) is an Investment Advisor Representative working at Advanced Portfolio Strategies in Torrance, CA and has over 18 years of experience in the finance industry.
David Miller (CRD# 6292137) is an Investment Advisor Representative working at Lpl Financial LLC in Torrance, CA and has over 9 years of experience in the finance industry.
Paul Miloe (CRD# 2856888) is an Investment Advisor Representative working at Albitz/miloe And Associates, Inc. in Torrance, CA and has over 27 years of experience in the finance industry.
Christopher Molony (CRD# 5577029) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Torrance, CA and has over 15 years of experience in the finance industry.
Cristopher Moran (CRD# 2621574) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 21 years of experience in the finance industry. Cristopher Moran 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.
Richard Moran (CRD# 339579) is an Investment Advisor Representative working at Clg LLC in Torrance, CA and has over 39 years of experience in the finance industry. Richard Moran 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.
Robin Morishita (CRD# 1824554) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Torrance, CA and has over 33 years of experience in the finance industry.
Sean Mostero (CRD# 6447158) is an Investment Advisor Representative working at Alessandra Capital Management, LLC in Torrance, CA and has over 6 years of experience in the finance industry.
Jason Murai (CRD# 5970537) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Torrance, CA and has over 11 years of experience in the finance industry. Jason Murai 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.