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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...
Bartley Damon (CRD# 6538019) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 7 years of experience in the finance industry.
R. Damon (CRD# 1136033) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 35 years of experience in the finance industry.
Abbas Danesh (CRD# 3264746) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Westbrook, CT and has over 24 years of experience in the finance industry.
Donald David (CRD# 2766144) is an Investment Advisor Representative working at Mks Investment Management, Inc. in Colchester, CT and has over 28 years of experience in the finance industry.
James Davis (CRD# 1180468) is an Investment Advisor Representative working at Capital Planning Consultants, LLC in Cromwell, CT and has over 32 years of experience in the finance industry.
Peter Decker (CRD# 2623858) is an Investment Advisor Representative working at Ht Partners LLC in Centerbrook, CT and has over 29 years of experience in the finance industry.
Steven Degraff (CRD# 4649473) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Groton, CT and has over 21 years of experience in the finance industry.
Theodore Degroot (CRD# 3259211) is an Investment Advisor Representative working at Spurstone in Higganum, CT and has over 24 years of experience in the finance industry.
Dave Delfino (CRD# 5785723) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 13 years of experience in the finance industry. Dave Delfino 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.
Peter Dellagrotte (CRD# 1907166) is an Investment Advisor Representative working at Wealth Management Advisers, LLC in Middletown, CT and has over 35 years of experience in the finance industry.