-
Distance Only , CT
-
COMPENSATION Either
-
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
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic...
Vincent Atkins (CRD# 2924754) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stratford, CT and has over 26 years of experience in the finance industry.
Andrew Aubrey (CRD# 2768578) is an Investment Advisor Representative working at Lpl Financial LLC in Glastonbury, CT and has over 27 years of experience in the finance industry. Andrew Aubrey 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.
Walter Auch (CRD# 8660) is an Investment Advisor Representative working at Sophis Investments LLC in Greenwich, CT and has over 38 years of experience in the finance industry.
Christian Auger (CRD# 3225802) is an Investment Advisor Representative working at New England Asset Management, Inc. in Farmington, CT and has over 24 years of experience in the finance industry.
Vincent Auriemma (CRD# 1042239) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Easton, CT and has over 40 years of experience in the finance industry.
Marc Austin (CRD# 2061218) is an Investment Advisor Representative working at Wealthspire Advisors in West Hartford, CT and has over 33 years of experience in the finance industry. Marc Austin 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.
Richard Avallon (CRD# 8996) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Fairfield, CT and has over 40 years of experience in the finance industry. Richard Avallon 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 Avidon (CRD# 2855206) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fairfield, CT and has over 27 years of experience in the finance industry.
Steven Ayer (CRD# 2520471) is an Investment Advisor Representative working at Hightower Advisors, LLC in Harrison, NY and has over 21 years of experience in the finance industry. His experience includes being the author of a book called "Choosing Simplicity" (www.choosingsimplicity.us) and having his own radio show from 2011-2013 called Global Currency Watch. He is an Accredited Investment Fiduciary (AIF) and a Certified Investment Management Analyst (CIMA) while having a focus upon risk management.
Brenda Ayers (CRD# 7020465) is an Investment Advisor Representative working at Morgan Stanley in Mystic, CT and has over 5 years of experience in the finance industry.