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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...
Ronald Kent (CRD# 728447) is an Investment Advisor Representative working at Spinnaker Asset Management Inc. in Warwick, RI and has over 37 years of experience in the finance industry. Ron has a BS in Aerospace Engineering, an MS in Environmental Engineering, and is an Accredited Asset Management Specialist (AAMS). As a financial analyst, Ron has written original equity and fixed income research for institutions both here and in Europe. His specialty lies in equity strategy, portfolio design, and investment management.
Spinnaker Asset Management specializes in portfolio design, equity and fixed...
Todd Kenyon (CRD# 3109172) is an Investment Advisor Representative working at Nobadeer Capital Management, LLC in Warren, RI and has over 25 years of experience in the finance industry.
Joseph Kettelle (CRD# 1636230) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 37 years of experience in the finance industry.
Andre Khalfayan (CRD# 3119596) is an Investment Advisor Representative working at Corrigan Financial Inc. in Middletown, RI and has over 25 years of experience in the finance industry.
Gregory Kirwan (CRD# 5164057) is an Investment Advisor Representative working at All That Matters Financial Services LLP in North Kingstown, RI and has over 18 years of experience in the finance industry. Gregory Kirwan 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.
Jeffrey Knight (CRD# 2431351) is an Investment Advisor Representative working at Lpl Financial LLC in Mystic, CT and has over 30 years of experience in the finance industry.
Craig Koehler (CRD# 2670045) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mystic, CT and has over 28 years of experience in the finance industry.
Joseph Kolb (CRD# 5557883) is an Investment Advisor Representative working at Wickford Wealth Management, LLC in North Kingstown, RI and has over 15 years of experience in the finance industry. Joseph Kolb 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.
Tomasz Kosek (CRD# 4393255) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Plainfield, CT and has over 22 years of experience in the finance industry.
Marcin Krolikowski (CRD# 6672907) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 7 years of experience in the finance industry.