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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
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to...
Jeffrey Brown (CRD# 1789323) is an Investment Advisor Representative working at Brown Advisory Group, LLC in East Providence, RI and has over 35 years of experience in the finance industry. Jeffrey Brown 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.
Stephen Brown (CRD# 2652011) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Barrington, RI and has over 28 years of experience in the finance industry.
Michael Bruno (CRD# 2158144) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Tampa, FL and has over 23 years of experience in the finance industry. Michael Bruno 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.
Thomas Bryan (CRD# 4963393) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Providence, RI and has over 18 years of experience in the finance industry.
Joshua Bublitz (CRD# 6198395) is an Investment Advisor Representative working at Equitable Advisors, LLC in East Greenwich, RI and has over 10 years of experience in the finance industry.
Bruce Buck (CRD# 4971686) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Stonington, CT and has over 18 years of experience in the finance industry.
Krystal Buckley (CRD# 5478009) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Providence, RI and has over 11 years of experience in the finance industry.
Stephen Bucknam (CRD# 2024555) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warwick, RI and has over 34 years of experience in the finance industry.
Tara Budlong (CRD# 4382596) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 13 years of experience in the finance industry.
Kimball Bullard (CRD# 3218049) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Providence, RI and has over 24 years of experience in the finance industry.