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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...
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David Gurievsky (CRD# 2121790) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Tampa, FL and has over 33 years of experience in the finance industry.
David Halfaker (CRD# 2903179) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Waynesville, NC and has over 24 years of experience in the finance industry.
Joan Halfaker (CRD# 4133018) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Waynesville, NC and has over 24 years of experience in the finance industry. Joan Halfaker 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.
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Christopher Horvath (CRD# 5740418) is an Investment Advisor Representative working at Taiber, Kosmala & Associates, LLC in Tampa, FL and has over 12 years of experience in the finance industry.
Anita Humphrey (CRD# 4992384) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Tampa, FL and has over 18 years of experience in the finance industry.
Jennifer Hunziker (CRD# 5444219) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Tampa, FL and has over 12 years of experience in the finance industry.
Derek Ifasi (CRD# 5574055) is an Investment Advisor Representative working at Retiresharp Wealth Management, LLC in Tampa, FL and has over 15 years of experience in the finance industry.