-
Distance Metro area (25 miles)
-
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...
Terence Glackin (CRD# 2323809) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newport, RI and has over 18 years of experience in the finance industry.
Leah Goldenthal (CRD# 4983095) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mystic, CT and has over 5 years of experience in the finance industry.
Soll Goldenthal (CRD# 1134431) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mystic, CT and has over 39 years of experience in the finance industry.
Jeffrey Gordon (CRD# 4346932) is an Investment Advisor Representative working at Slocum, Gordon & Company LLP in Newport, RI and has 1 year of experience in the finance industry.
Matthew Gough (CRD# 6741509) is an Investment Advisor Representative working at Edward Jones in Wakefield, RI and has over 7 years of experience in the finance industry.
Patricia Grady (CRD# 4391674) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 22 years of experience in the finance industry.
Glenn Hamler (CRD# 1516090) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 33 years of experience in the finance industry.
Jonathan Harris (CRD# 1957460) is an Investment Advisor Representative working at Black Point Wealth Management in Middletown, RI and has over 34 years of experience in the finance industry.
Elisabeth Hickox (CRD# 1542335) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newport, RI and has over 19 years of experience in the finance industry.
James Hilton Sr. (CRD# 1253959) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport, RI and has over 32 years of experience in the finance industry.