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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
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to...
James Dorney (CRD# 2997467) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 26 years of experience in the finance industry.
Susan Dowling (CRD# 1034612) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 40 years of experience in the finance industry. Susan Dowling 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.
William Downes (CRD# 1209421) is an Investment Advisor Representative working at Valleywood Capital Group, LLC in Madison, CT and has over 38 years of experience in the finance industry.
Charles Drake (CRD# 4197428) is an Investment Advisor Representative working at Lpl Financial LLC in Guilford, CT and has over 23 years of experience in the finance industry.
Christopher Drew (CRD# 5225195) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Hampton Bays, NY and has over 10 years of experience in the finance industry.
Roland Driscoll (CRD# 2962998) is an Investment Advisor Representative working at Lpl Financial LLC in Riverhead, NY and has over 26 years of experience in the finance industry.
Gregory Drozda (CRD# 6315050) is an Investment Advisor Representative working at Equis Group LLC in Tampa, FL and has over 10 years of experience in the finance industry.
Patrick Duff (CRD# 1192139) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 40 years of experience in the finance industry.
Sharon Dufresne (CRD# 1608685) is an Investment Advisor Representative working at Avantax Advisory Services in South Lyme, CT and has over 19 years of experience in the finance industry. Sharon Dufresne 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.
Colin Dugan (CRD# 5422959) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 15 years of experience in the finance industry. Colin Dugan 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.