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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.
James Skorheim (CRD# 6384003) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Niguel, CA. Mr. Skorheim is a Certified Public Accountant (CPA Lic# 122409) and Certified Valuation Analyst (CVA# 61431) at the public accounting firm of Skorheim & Associates, AAC in Laguna Niguel, CA.
I started contributing to my firm's 401(k) plan early and have already seen the many benefits that come with early planning and investing. I love helping others navigate the financial markets. I enjoy helping others look at their overall financial picture from...
Michael Hicks (CRD# 3130858) is an Investment Advisor Representative working at Lpl Financial LLC in Westminster, CA and has over 25 years of experience in the finance industry.
Triet Huynh (CRD# 5986368) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westminster, CA and has over 12 years of experience in the finance industry.
Ted Ngo (CRD# 2905920) is an Investment Advisor Representative working at Eagle Strategies LLC in Westminster, CA and has over 23 years of experience in the finance industry. Ted Ngo 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.
Gina Nguyen (CRD# 5340974) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westminster, CA and has over 16 years of experience in the finance industry.
Perry Nocifora (CRD# 1387635) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westminster, CA and has over 31 years of experience in the finance industry. Perry Nocifora 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.
William Shinen (CRD# 843363) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westminster, CA and has over 31 years of experience in the finance industry.
Robin Sun (CRD# 6101223) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Westminster, CA and has over 11 years of experience in the finance industry.
Han Tran (CRD# 5206873) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westminster, CA and has over 17 years of experience in the finance industry.