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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 36 years of experience in the finance industry.
Marcelo Bernardo (CRD# 2248872) is an Investment Advisor Representative working at Cwm, LLC in Torrance, CA and has over 31 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.
Kevin Bidenkap (CRD# 2492838) is an Investment Advisor Representative working at Tortuga Wealth Management in Torrance, CA and has over 28 years of experience in the finance industry. Kevin Bidenkap 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.
Rachela Black (CRD# 7027492) is an Investment Advisor Representative working at Longhouse Wealth Management in Torrance, CA and has 1 year of experience in the finance industry.
Douglas Borstel (CRD# 5310208) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Torrance, CA and has over 16 years of experience in the finance industry.
John Botica (CRD# 1873420) is an Investment Advisor Representative working at Primerica Advisors in Torrance, CA and has over 28 years of experience in the finance industry.
Kim Bright (CRD# 6035547) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Torrance, CA and has over 11 years of experience in the finance industry. Kim Bright 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.
Brian Britt (CRD# 2137568) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Torrance, CA and has over 27 years of experience in the finance industry. Brian Britt 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.
David Brown (CRD# 4995483) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Torrance, CA and has over 18 years of experience in the finance industry.
Gary Burkard (CRD# 704675) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Torrance, CA and has over 37 years of experience in the finance industry.