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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...
Alfonso Cumplido (CRD# 5844854) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 13 years of experience in the finance industry.
Geraldine Cunningham (CRD# 1093600) is an Investment Advisor Representative working at First Financial Advisory Services Inc. in Westerly, RI and has over 41 years of experience in the finance industry.
James Curran (CRD# 1018208) is an Investment Advisor Representative working at Wells Fargo Advisors in Narragansett, RI and has over 42 years of experience in the finance industry.
Joseph Curran (CRD# 3024167) is an Investment Advisor Representative working at Breachway Investments, LLC in Charlestown, RI and has over 24 years of experience in the finance industry. Joseph Curran 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.
Patricia Curran (CRD# 2101515) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cranston, RI and has over 31 years of experience in the finance industry.
Stephen Cushing (CRD# 6154464) is an Investment Advisor Representative working at Primerica Advisors in Westport, MA and has over 10 years of experience in the finance industry.
Robert D'amico (CRD# 3150660) is an Investment Advisor Representative working at Bentley Wealth Advisors, LLC in Warwick, RI and has over 25 years of experience in the finance industry. Robert D'amico 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.
Daniel Dalton (CRD# 2634791) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in East Providence, RI and has over 28 years of experience in the finance industry.
Christopher Dandeneau (CRD# 5770518) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warwick, RI and has over 14 years of experience in the finance industry.