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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...
Joseph Fountain (CRD# 6067514) is an Investment Advisor Representative working at Mml Investors Services, LLC in Glastonbury, CT and has over 8 years of experience in the finance industry.
Darrell Fox (CRD# 5347836) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Groton, CT and has over 16 years of experience in the finance industry.
Robert Fradette (CRD# 1814975) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mystic, CT and has over 32 years of experience in the finance industry. Robert Fradette 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.
Christian Fragoso (CRD# 1698814) is an Investment Advisor Representative working at Wells Fargo Advisors in Glastonbury, CT and has over 29 years of experience in the finance industry. Christian Fragoso 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.
Cathy Frausini (CRD# 2199721) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 32 years of experience in the finance industry.
Edward Fredericks (CRD# 1095689) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Glastonbury, CT and has over 28 years of experience in the finance industry.
Casey Fulp (CRD# 5179021) is an Investment Advisor Representative working at Carriage House Planning LLC in Tampa, FL and has over 13 years of experience in the finance industry. Casey Fulp 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.
William Furgueson (CRD# 2554975) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 29 years of experience in the finance industry.
William Fusco (CRD# 216049) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Madison, CT and has over 39 years of experience in the finance industry.
Alison Gaffney (CRD# 4649361) is an Investment Advisor Representative working at Lpl Financial LLC in Glastonbury, CT and has over 20 years of experience in the finance industry.