-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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.
James Egerstrom (CRD# 6225590) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Torrance, CA and has over 10 years of experience in the finance industry. James Egerstrom 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.
Timothy Elkins (CRD# 6437680) is an Investment Advisor Representative working at Commonwealth Financial Network in Torrance, CA and has 1 year of experience in the finance industry.
Jay Eng (CRD# 2241817) is an Investment Advisor Representative working at Independent Financial Group, LLC in Torrance, CA and has over 25 years of experience in the finance industry.
Jacob Esperanto (CRD# 5088201) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Torrance, CA and has over 17 years of experience in the finance industry.
Kelsey Esswein (CRD# 6302150) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Torrance, CA and has over 9 years of experience in the finance industry.
Christopher Estrada (CRD# 6497409) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 7 years of experience in the finance industry.
Kenneth Farrow (CRD# 6213188) is an Investment Advisor Representative working at Lpl Financial LLC in Torrance, CA and has over 10 years of experience in the finance industry.
Armand Fidler (CRD# 5365952) 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. Armand Fidler 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.
Amy Foster (CRD# 2247288) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Torrance, CA and has over 31 years of experience in the finance industry. Amy Foster 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.
Chris Frantz (CRD# 5283015) is an Investment Advisor Representative working at Catalina Capital Group, LLC in Torrance, CA and has over 8 years of experience in the finance industry.
Chris Frantz is our Managing Director and Senior Portfolio Manager. Chris began his investment management career at the former Citi Smith Barney branch of downtown La Jolla, CA. Over the years, the firm had morphed from Citi Smith Barney, to Morgan Stanley Smith Barney, to what is now just Morgan Stanley. Through this unstable time period, Chris was able to build and maintain a base of high-net-worth clientele,...