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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.
Courtland Alex (CRD# 2285309) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 31 years of experience in the finance industry.
Marcus Alexander (CRD# 2948043) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 26 years of experience in the finance industry.
Richard Alexander (CRD# 5701264) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in Brea, CA and has over 14 years of experience in the finance industry. Richard Alexander 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.
Andrea Alfi (CRD# 6340984) is an Investment Advisor Representative working at Lpl Financial LLC in Brea, CA and has over 9 years of experience in the finance industry.
Justtini Aliaga (CRD# 4868535) is an Investment Advisor Representative working at Advice And Planning Services in Irvine, CA and has over 19 years of experience in the finance industry.
Garth Allan (CRD# 5294782) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 17 years of experience in the finance industry.
Michael Allbee (CRD# 5411348) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 16 years of experience in the finance industry. Michael Allbee 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.
Gary Allen (CRD# 2515244) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Murrieta, CA and has over 29 years of experience in the finance industry.
Jonathon Allen (CRD# 2329509) is an Investment Advisor Representative working at Cuso Financial Services in Anaheim, CA and has over 31 years of experience in the finance industry.
Peggy Allen (CRD# 2050315) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Murrieta, CA and has over 23 years of experience in the finance industry.