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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...
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.
David Gagnon (CRD# 2200199) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Madison, CT and has over 29 years of experience in the finance industry.
Richmond Galbreath (CRD# 1308656) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 39 years of experience in the finance industry.
Susanna Ganci (CRD# 5151736) is an Investment Advisor Representative working at Edward Jones in Madison, CT and has over 5 years of experience in the finance industry.
Brant Garber (CRD# 2127737) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 33 years of experience in the finance industry.
Thomas Gardiner (CRD# 7047046) is an Investment Advisor Representative working at Edward Jones in Westerly, RI and has over 5 years of experience in the finance industry.
Andrew Gardner (CRD# 5159660) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cromwell, CT and has over 17 years of experience in the finance industry.
Kristie Gavitt (CRD# 4768205) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 18 years of experience in the finance industry.