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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...
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.
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.
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.
Keith Burden (CRD# 3239692) is an Investment Advisor Representative working at Citizens Securities, Inc. in Wakefield, RI and has over 24 years of experience in the finance industry.
Russel Burgess (CRD# 1449149) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mystic, CT and has over 30 years of experience in the finance industry.
Lorna Burkart (CRD# 2196482) is an Investment Advisor Representative working at Primerica Advisors in Griswold, CT and has over 32 years of experience in the finance industry.
Kimberly Butterfield (CRD# 4190157) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fall River, MA and has over 23 years of experience in the finance industry.
Donna Caccia (CRD# 4579319) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 21 years of experience in the finance industry.