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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...
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.
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.
Mark Egidio (CRD# 2026926) is an Investment Advisor Representative working at Commonwealth Financial Network in Madison, CT and has over 28 years of experience in the finance industry.
William Fusco (CRD# 216049) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Madison, CT and has over 38 years of experience in the finance industry.
David Gagnon (CRD# 2200199) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Madison, CT and has over 29 years of experience in the finance industry.
Susanna Ganci (CRD# 5151736) is an Investment Advisor Representative working at Edward Jones in Madison, CT and has over 5 years of experience in the finance industry.
Geoffrey Gregory (CRD# 3022134) is an Investment Advisor Representative working at Hightower Advisors, LLC in Madison, CT and has over 26 years of experience in the finance industry.
John Grosso (CRD# 1854315) is an Investment Advisor Representative working at Commonwealth Financial Network in Madison, CT and has over 30 years of experience in the finance industry.
John Hannigan (CRD# 2651795) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 28 years of experience in the finance industry. John Hannigan 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.
Eric Hanson (CRD# 2574458) is an Investment Advisor Representative working at Hightower Advisors, LLC in Madison, CT and has over 15 years of experience in the finance industry.