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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...
David Disanto (CRD# 3125376) 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.
William Dolan (CRD# 69554) is an Investment Advisor Representative working at Equitable Advisors, LLC in East Greenwich, RI and has over 39 years of experience in the finance industry.
Derek Doo (CRD# 4456911) is an Investment Advisor Representative working at Wealthcare Investment Partners LLC in Portsmouth, RI and has over 22 years of experience in the finance industry.
Lawrence Dooley (CRD# 2376082) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has 1 year of experience in the finance industry.
John Dowd (CRD# 1203778) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 32 years of experience in the finance industry.
Sean Drewniak (CRD# 3226223) is an Investment Advisor Representative working at Wells Fargo Advisors in Warwick, RI and has over 24 years of experience in the finance industry.
Lee Duckworth (CRD# 2097591) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 27 years of experience in the finance industry. Lee Duckworth 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.
Robert Duff (CRD# 2329659) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warwick, RI and has over 31 years of experience in the finance industry. Robert Duff 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.
Michael Dunn (CRD# 1028750) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Kingstown, RI and has over 39 years of experience in the finance industry. Michael Dunn 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.
Bryan Dunphy (CRD# 5780067) is an Investment Advisor Representative working at Edward Jones in Bristol, RI and has over 13 years of experience in the finance industry.