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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...
Brian Cahill (CRD# 5123735) is an Investment Advisor Representative working at Edward Jones in Glastonbury, CT and has over 17 years of experience in the finance industry.
William Campbell (CRD# 2957037) is an Investment Advisor Representative working at Avantax Advisory Services in Glastonbury, CT and has over 26 years of experience in the finance industry.
Kevin Carriere (CRD# 1472994) is an Investment Advisor Representative working at Mml Investors Services, LLC in Glastonbury, CT and has over 24 years of experience in the finance industry.
Jennifer Carroll (CRD# 6555174) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Glastonbury, CT and has over 7 years of experience in the finance industry.
Lori Carroll (CRD# 2613869) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Glastonbury, CT and has over 26 years of experience in the finance industry.
Martin Carroll (CRD# 2942058) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Glastonbury, CT and has over 26 years of experience in the finance industry.
Felicia Carucci (CRD# 5469158) is an Investment Advisor Representative working at Mml Investors Services, LLC in Glastonbury, CT and has over 15 years of experience in the finance industry.
Carl Castanho (CRD# 3256615) is an Investment Advisor Representative working at Esi Financial Advisors in Glastonbury, CT and has over 22 years of experience in the finance industry.
Mark Cavasino (CRD# 2241287) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 31 years of experience in the finance industry. Mark Cavasino 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.
Daniel Champagne (CRD# 5714104) is an Investment Advisor Representative working at Mml Investors Services, LLC in Glastonbury, CT and has over 14 years of experience in the finance industry. Daniel Champagne 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.