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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...
Edward Hayde (CRD# 3222491) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Block Island, RI and has over 24 years of experience in the finance industry.
Neil Anthes (CRD# 6705283) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westerly, RI and has over 7 years of experience in the finance industry. Neil Anthes 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.
Frederick Arbusto (CRD# 4357069) is an Investment Advisor Representative working at Lpl Financial LLC in Wakefield, RI and has over 22 years of experience in the finance industry.
Adam Avila (CRD# 6124928) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Newport, RI and has over 11 years of experience in the finance industry.
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.
James Bates (CRD# 5222908) is an Investment Advisor Representative working at Edward Jones in Mystic, CT and has over 17 years of experience in the finance industry.
Daniel Beaudette (CRD# 5514020) is an Investment Advisor Representative working at Commonwealth Financial Network in Middletown, RI and has over 15 years of experience in the finance industry.
Michael Begin (CRD# 2320363) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Mystic, CT and has over 31 years of experience in the finance industry. Michael Begin 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.
James Blackerby (CRD# 1123423) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wakefield, RI and has over 40 years of experience in the finance industry.