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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.
Jonathan Bacon (CRD# 6943842) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 6 years of experience in the finance industry. Jonathan Bacon 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.
Nadia Baig (CRD# 6455249) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Torrance, CA and has over 8 years of experience in the finance industry.
Michael Bakhshi (CRD# 5807237) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Torrance, CA and has over 13 years of experience in the finance industry.
John Barry (CRD# 2260404) is an Investment Advisor Representative working at Lpl Financial LLC in Torrance, CA and has over 30 years of experience in the finance industry.
Carlos Bautista (CRD# 4286955) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 5 years of experience in the finance industry. Carlos Bautista 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.
Dierra Bean (CRD# 4589707) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Torrance, CA and has over 21 years of experience in the finance industry.
Kevin Beebe (CRD# 6266781) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 10 years of experience in the finance industry.
Jonathan Belay (CRD# 6375533) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Torrance, CA and has over 9 years of experience in the finance industry.
Daniel Bennett (CRD# 2225959) is an Investment Advisor Representative working at Advanced Portfolio Strategies in Torrance, CA and has over 20 years of experience in the finance industry.
Angela Berry (CRD# 4594868) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Torrance, CA and has over 21 years of experience in the finance industry.