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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
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...
Mark Barkasy (CRD# 4334575) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Vernon, CT and has over 19 years of experience in the finance industry.
Jenna Barker (CRD# 5414334) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwich, CT and has over 15 years of experience in the finance industry. Jenna Barker 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.
John Barker (CRD# 6187222) is an Investment Advisor Representative working at Sprott Asset Management Usa Inc. in Darien, CT and has over 9 years of experience in the finance industry.
Avery Barlow (CRD# 6494775) is an Investment Advisor Representative working at Edward Jones in Avon, CT and has over 7 years of experience in the finance industry.
James Barnash (CRD# 839995) is an Investment Advisor Representative working at Ns Capital, LLC in Stamford, CT and has over 11 years of experience in the finance industry. James Barnash 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.
Susan Barnes (CRD# 2814670) is an Investment Advisor Representative working at Osaic Fa, Inc. in Hartford, CT and has over 27 years of experience in the finance industry.
Thomas Barnes (CRD# 4184922) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Bristol, CT and has over 24 years of experience in the finance industry.
Terence Barnett (CRD# 1453363) is an Investment Advisor Representative working at Lpl Financial LLC in Stamford, CT and has over 38 years of experience in the finance industry.
Keith Barnofski (CRD# 5695286) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 13 years of experience in the finance industry.
Jonathan Baron (CRD# 5075226) is an Investment Advisor Representative working at Edward Jones in Fairfield, CT and has over 18 years of experience in the finance industry.