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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.
Lori Garcia (CRD# 6926190) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Yorba Linda, CA and has 1 year of experience in the finance industry.
Joel Gritten (CRD# 1065371) is an Investment Advisor Representative working at Planmember Securities Corporation in Yorba Linda, CA and has over 29 years of experience in the finance industry. Joel Gritten 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.
Kathleen Harney (CRD# 2586932) is an Investment Advisor Representative working at Pacific Wealth Care Inc. in Yorba Linda, CA and has over 24 years of experience in the finance industry.
Nicholas John (CRD# 4828079) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yorba Linda, CA and has over 18 years of experience in the finance industry.
Raymond Kinjo (CRD# 4552299) is an Investment Advisor Representative working at Eagle Strategies LLC in Yorba Linda, CA and has over 21 years of experience in the finance industry.
Freeman Leung (CRD# 2547382) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yorba Linda, CA and has over 29 years of experience in the finance industry.
Jackie Lewis (CRD# 5787685) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yorba Linda, CA and has over 13 years of experience in the finance industry.
Paul Lo (CRD# 2155984) is an Investment Advisor Representative working at Hypo Financial Services And Investment Adviser in Yorba Linda, CA and has over 32 years of experience in the finance industry. Paul Lo 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 Mauldin (CRD# 5441806) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Yorba Linda, CA and has over 16 years of experience in the finance industry.
Ronnie Mejia (CRD# 6633275) is an Investment Advisor Representative working at Horter Investment Management, LLC in Yorba Linda, CA and has over 8 years of experience in the finance industry.