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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...
Rustin Jordan (CRD# 4259683) is an Investment Advisor Representative working at Jordan Financial LLC in Tampa, FL and has over 23 years of experience in the finance industry.
Donna Judge (CRD# 2326739) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westbrook, CT and has over 31 years of experience in the finance industry.
Lawrence Kaplan (CRD# 1966112) is an Investment Advisor Representative working at Summit Investment Management, LLC in Lyme, CT and has over 34 years of experience in the finance industry.
John Kinney (CRD# 1918369) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, CT and has over 34 years of experience in the finance industry.
Joseph Kintschi (CRD# 4177178) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portland, CT and has over 23 years of experience in the finance industry.
Peter Knezevich (CRD# 5352926) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tampa, FL and has over 16 years of experience in the finance industry. Peter Knezevich 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.
Jeffrey Knight (CRD# 2431351) is an Investment Advisor Representative working at Lpl Financial LLC in Mystic, CT and has over 30 years of experience in the finance industry.
Craig Koehler (CRD# 2670045) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mystic, CT and has over 28 years of experience in the finance industry.
Christopher Koehm (CRD# 5540551) is an Investment Advisor Representative working at Ht Partners LLC in Centerbrook, CT and has over 16 years of experience in the finance industry.