Financial advisers in Costa Mesa, California

Adviser profiles

• Marr LeisurePresident, CCO, CIO, Co-Trustee of the Leisure Family Trust Dated 05/19/1995Leisure Capital ManagementCRD 1437898
• Ray LombardoMemberClearview Investment PartnersCRD 1865438
• Gideon BernsteinSecretary/Board of Directors (Since 2011), Co-Trustee of the Bernstein Family Trust Dated 12/17/2010 (Since 2014)Leisure Capital ManagementCRD 2530560
• Kenneth HobbsMember/Chief Compliance OfficerClearview Investment PartnersCRD 2755332
• MHMichael HermanChief Compliance OfficerApollon Wealth ManagementCRD 2787565
• Raymond RobinsonTreasurer, Board of DirectorsLeisure Capital ManagementCRD 5308038
• KHKayleigh HornInvestment adviser representativeSchultz Financial GroupCRD 5844588
• CLCorianne LeytonChief Operations OfficerIHT Wealth ManagementCRD 6016211
• Eric ShuteInvestment adviser representativeLeisure Capital ManagementCRD 6256163
• Patrick MaxwellShareholderLeisure Capital ManagementCRD 6384108
• Kyle HurtInvestment adviser representativeFoundry FinancialCRD 7147698

Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.