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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.
Mark Gregory (CRD# 5714479) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Torrance, CA and has over 14 years of experience in the finance industry.
Ronald Grimm (CRD# 4596343) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Torrance, CA and has over 21 years of experience in the finance industry.
Klaudia Gryfik (CRD# 6442372) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 8 years of experience in the finance industry. Klaudia Gryfik 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.
Holly Hancock (CRD# 6300740) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Torrance, CA and has over 10 years of experience in the finance industry.
Elise Harada (CRD# 4944336) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Torrance, CA and has over 18 years of experience in the finance industry.
Mary Harris (CRD# 1431502) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 31 years of experience in the finance industry. Mary Harris 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.
Robert Harte (CRD# 1341647) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Torrance, CA and has over 38 years of experience in the finance industry.
Adam Hartrum (CRD# 3125067) is an Investment Advisor Representative working at Lpl Financial LLC in Torrance, CA and has over 15 years of experience in the finance industry.
Connor Hartwell (CRD# 6318703) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Torrance, CA and has over 9 years of experience in the finance industry.
Grant Hartwell (CRD# 6156909) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Torrance, CA and has over 10 years of experience in the finance industry.