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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...
Edward Hayde (CRD# 3222491) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Block Island, RI and has over 24 years of experience in the finance industry.
David Henn (CRD# 2230619) is an Investment Advisor Representative working at Edward Jones in Warwick, RI and has over 32 years of experience in the finance industry.
Elisabeth Hickox (CRD# 1542335) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newport, RI and has over 19 years of experience in the finance industry.
James Hilton Sr. (CRD# 1253959) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport, RI and has over 32 years of experience in the finance industry.
Leonard Hirst (CRD# 1235202) is an Investment Advisor Representative working at Cwm, LLC in Westport, MA and has over 31 years of experience in the finance industry. Leonard Hirst 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.
Christopher Hodgson (CRD# 2953800) is an Investment Advisor Representative working at Mml Investors Services, LLC in Dartmouth, MA and has over 26 years of experience in the finance industry.
David Hohl (CRD# 859102) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portsmouth, RI and has over 40 years of experience in the finance industry.
Christopher Holloway (CRD# 1385671) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 31 years of experience in the finance industry.
Nancy Holstein (CRD# 1018602) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mystic, CT and has over 11 years of experience in the finance industry.
Erik Holton (CRD# 2883392) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 26 years of experience in the finance industry.