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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...
Eric Edwards (CRD# 5735231) is an Investment Advisor Representative working at Avantax Advisory Services in East Hampton, CT and has over 13 years of experience in the finance industry.
Mark Edwards (CRD# 2309929) is an Investment Advisor Representative working at Avantax Advisory Services in East Hampton, CT and has over 26 years of experience in the finance industry. Mark Edwards 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.
Mark Egidio (CRD# 2026926) is an Investment Advisor Representative working at Commonwealth Financial Network in Madison, CT and has over 28 years of experience in the finance industry.
James Elliott (CRD# 2276124) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mystic, CT and has over 31 years of experience in the finance industry.
Christian Ellis (CRD# 6363180) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.
David Ferrucci (CRD# 2256660) is an Investment Advisor Representative working at Commonwealth Financial Network in Essex, CT and has over 26 years of experience in the finance industry.
Paul Ferrucci (CRD# 2256659) is an Investment Advisor Representative working at Commonwealth Financial Network in Essex, CT and has over 29 years of experience in the finance industry.
James Filipek (CRD# 5484661) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tampa, FL and has over 16 years of experience in the finance industry.
Tricia Fiore (CRD# 6064052) is an Investment Advisor Representative working at Brokers Financial in Westerly, RI and has over 12 years of experience in the finance industry.
James Fischer (CRD# 2277016) is an Investment Advisor Representative working at Post Resch Tallon Group in Tampa, FL and has over 31 years of experience in the finance industry.