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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...
Richard Boccaccio (CRD# 1330933) is an Investment Advisor Representative working at On Investment Management Co in Lyme, CT and has over 26 years of experience in the finance industry.
Bradford Boisvert (CRD# 4677941) is an Investment Advisor Representative working at Rawlings Wealth Management in Glastonbury, CT and has over 10 years of experience in the finance industry.
Steven Bokoff (CRD# 4650243) is an Investment Advisor Representative working at Thames Financial Management in Norwich, CT and has 1 year of experience in the finance industry. Steven Bokoff 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.
Philip Bonee (CRD# 837754) is an Investment Advisor Representative working at Lpl Financial LLC in Glastonbury, CT and has over 36 years of experience in the finance industry.
Donald Bonvisuto (CRD# 2673350) is an Investment Advisor Representative working at Osaic Fa, Inc. in Glastonbury, CT and has over 24 years of experience in the finance industry.
Pawel Borowiec (CRD# 4665370) is an Investment Advisor Representative working at Norfield Capital, LLC in Madison, CT and has over 15 years of experience in the finance industry.
Victoria Boswell (CRD# 2615937) is an Investment Advisor Representative working at Stephens Consulting, LLC in Tampa, FL and has over 28 years of experience in the finance industry.
Devin Bourque (CRD# 6131704) is an Investment Advisor Representative working at Ht Partners LLC in Centerbrook, CT and has over 11 years of experience in the finance industry. Devin Bourque 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.
Ryan Boutwell (CRD# 4321586) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 23 years of experience in the finance industry.
Montgomery Bradley (CRD# 1845915) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 34 years of experience in the finance industry.