-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
William Nolan (CRD# 6158327) is an Investment Advisor Representative working at First Command Advisory Services in Newport, RI and has over 11 years of experience in the finance industry. William Nolan 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.
James Noonan (CRD# 844406) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 44 years of experience in the finance industry.
Dana Norman (CRD# 2674346) is an Investment Advisor Representative working at Dana R. Norman in Swansea, MA and has over 28 years of experience in the finance industry.
John Northrup (CRD# 6420463) is an Investment Advisor Representative working at Experience Your Wealth, LLC in Bristol, RI and has over 9 years of experience in the finance industry. John Northrup 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.
Phillip Nutting (CRD# 4727107) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warwick, RI and has over 20 years of experience in the finance industry.
Todd O Donnell (CRD# 5448302) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 15 years of experience in the finance industry.
Denis O'brien (CRD# 716498) is an Investment Advisor Representative working at Independent Financial Group, LLC in Mystic, CT and has over 42 years of experience in the finance industry.
Richard O'brien (CRD# 4315845) is an Investment Advisor Representative working at Advice And Planning Services in Coventry, RI and has over 23 years of experience in the finance industry.
Shane O'brien (CRD# 2656233) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 28 years of experience in the finance industry.
Dennis O'keefe (CRD# 2217691) is an Investment Advisor Representative working at Successful Money Strategies Inc. in Fall River, MA and has over 32 years of experience in the finance industry. Dennis O'keefe 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.