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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 36 years of experience in the finance industry.
Damon Pierson (CRD# 2503656) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yorba Linda, CA and has over 29 years of experience in the finance industry.
Christopher Rouzaud (CRD# 5767291) 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.
Laura Schroeder (CRD# 4944022) is an Investment Advisor Representative working at Edward Jones in Yorba Linda, CA and has over 15 years of experience in the finance industry.
Mark Weber (CRD# 1514730) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yorba Linda, CA and has over 32 years of experience in the finance industry.
Reid Williams (CRD# 6730828) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yorba Linda, CA and has over 7 years of experience in the finance industry.
Dawn Winship (CRD# 5481184) is an Investment Advisor Representative working at Park Avenue Securities LLC in Yorba Linda, CA and has over 16 years of experience in the finance industry.
Nazih Yehya (CRD# 5026031) is an Investment Advisor Representative working at Eagle Strategies LLC in Yorba Linda, CA and has over 17 years of experience in the finance industry.
Matthew Adragna (CRD# 6315359) is an Investment Advisor Representative working at Edward Jones in Yorba Linda, CA and has over 9 years of experience in the finance industry.
Anthony Argy (CRD# 6723359) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yorba Linda, CA and has over 6 years of experience in the finance industry.
Alice Baick (CRD# 7513439) is an Investment Advisor Representative working at Edward Jones in Yorba Linda, CA and has 1 year of experience in the finance industry.