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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
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...
Antonio Esteves (CRD# 5992997) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Dartmouth, MA and has over 10 years of experience in the finance industry.
Robert Fairbrothers (CRD# 1815550) is an Investment Advisor Representative working at Lpl Financial LLC in West Warwick, RI and has over 36 years of experience in the finance industry.
Michael Falcon (CRD# 4557868) is an Investment Advisor Representative working at Avantax Advisory Services in Swansea, MA and has over 21 years of experience in the finance industry.
Michael Falcon (CRD# 6171498) is an Investment Advisor Representative working at Avantax Advisory Services in Swansea,, MA and has over 8 years of experience in the finance industry.
John Farley (CRD# 1670473) is an Investment Advisor Representative working at Lpl Financial LLC in Portsmouth, RI and has over 36 years of experience in the finance industry.
John Farmer (CRD# 3069582) is an Investment Advisor Representative working at Lpl Financial LLC in Warwick, RI and has over 6 years of experience in the finance industry. John Farmer 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.
Melissa Ferro (CRD# 6246316) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 10 years of experience in the finance industry.
John Finn (CRD# 1505858) is an Investment Advisor Representative working at Lpl Financial LLC in Middletown, RI and has over 37 years of experience in the finance industry.
Tricia Fiore (CRD# 6064052) is an Investment Advisor Representative working at Brokers Financial in Westerly, RI and has over 12 years of experience in the finance industry.
Brendan Flaherty (CRD# 4784992) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 19 years of experience in the finance industry. Brendan Flaherty 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.