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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
Evelyn Aguila (CRD# 1255649) is an Investment Advisor Representative working at Primerica Advisors in Nanuet, NY and has over 40 years of experience in the finance industry.
Daniel Ahearn (CRD# 5905865) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rye Brook, NY and has over 10 years of experience in the finance industry.
John Ahern (CRD# 5856758) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Fairfield, CT and has over 10 years of experience in the finance industry.
Jim Akasala (CRD# 4844121) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Rochelle, NY and has over 16 years of experience in the finance industry.
Luke Albright (CRD# 4829422) is an Investment Advisor Representative working at Oak Grove Management LLC in Greenwich, CT and has over 12 years of experience in the finance industry.
Gerald Alena (CRD# 1843284) is an Investment Advisor Representative working at Trpc Advisory Services in Middlebury, CT and has over 23 years of experience in the finance industry.
Michael Alexander (CRD# 4285041) is an Investment Advisor Representative working at Commonwealth Financial Network in Stamford, CT and has over 21 years of experience in the finance industry.
Charles Alfaro (CRD# 6847707) is an Investment Advisor Representative working at Equitable Advisors, LLC in New Rochelle, NY and has over 6 years of experience in the finance industry.
Louis Alfero (CRD# 1053806) is an Investment Advisor Representative working at Lpl Financial LLC in Norwalk, CT and has over 30 years of experience in the finance industry.
For Lindsey Allard, a successful day is one in which she has the opportunity to go above and beyond for clients and exceed their expectations. What she enjoys most is her daily interactions with clients and seeing first hand how the BWC team can make a difference in their lives.
As an Accredited Wealth Management AdvisorSM , Lindsey provides financial planning solutions and investment strategies to individuals and their families. She also manages the implementation and daily operations of the firm’s Alternative Investments area for the high net worth client base. In addition to her role as...