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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...
Earle Johnson (CRD# 6359284) is an Investment Advisor Representative working at Boselah Investments in Little Compton, RI and has over 10 years of experience in the finance industry.
Erik Johnson (CRD# 7003971) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Warwick, RI and has over 5 years of experience in the finance industry. Erik Johnson 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.
Wendy Johnson (CRD# 1727607) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in South Kingstown, RI and has over 26 years of experience in the finance industry.
James Joly (CRD# 2193463) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in East Greenwich, RI and has over 32 years of experience in the finance industry.
Shawn Juenger (CRD# 6315533) is an Investment Advisor Representative working at Edward Jones in Charlestown, RI and has over 10 years of experience in the finance industry.
Stephen Karam (CRD# 2204088) is an Investment Advisor Representative working at Lpl Financial LLC in Fall River, MA and has over 32 years of experience in the finance industry.
Mark Karnes (CRD# 6107315) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Warwick, RI and has over 11 years of experience in the finance industry.
John Kashmanian (CRD# 6163778) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 7 years of experience in the finance industry.
Ronald Kashmanian (CRD# 1424641) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 38 years of experience in the finance industry.
Charles Kelly (CRD# 1332778) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Barrington, RI and has over 39 years of experience in the finance industry.