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Distance Only Farmington, CT
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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
Anthony Maselli (CRD# 7323727) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, CT and has over 2 years of experience in the finance industry.
Colin McCarthy (CRD# 7891928) is an Investment Advisor Representative working at Haviland & Sams, LLC in Farmington, CT and has 1 year of experience in the finance industry.
Shawn McGrane (CRD# 5641446) is an Investment Advisor Representative working at Creative Planning in Farmington, CT and has over 13 years of experience in the finance industry.
Rudolph Melk (CRD# 7801239) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.
Naranchimeg Mijid (CRD# 7465993) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Farmington, CT and has over 2 years of experience in the finance industry.
Conner Morgan (CRD# 7372946) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, CT and has over 2 years of experience in the finance industry.
Eric Natale (CRD# 7336308) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 3 years of experience in the finance industry.
Troy Ochoa (CRD# 7339834) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Farmington, CT and has over 2 years of experience in the finance industry.
Robert Palazzo (CRD# 6657286) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Farmington, CT and has over 4 years of experience in the finance industry.
Richard Persechino (CRD# 6963764) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 3 years of experience in the finance industry. Richard Persechino 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.