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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
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to...
Rebecca Dalrymple (CRD# 4861574) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 19 years of experience in the finance industry.
Bartley Damon (CRD# 6538019) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 7 years of experience in the finance industry.
R. Damon (CRD# 1136033) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 35 years of experience in the finance industry.
Zachary Daniels (CRD# 5525754) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Wallingford, CT and has over 9 years of experience in the finance industry.
Donald David (CRD# 2766144) is an Investment Advisor Representative working at Mks Investment Management, Inc. in Colchester, CT and has over 28 years of experience in the finance industry.
James Davis (CRD# 1180468) is an Investment Advisor Representative working at Capital Planning Consultants, LLC in Cromwell, CT and has over 32 years of experience in the finance industry.
Theodore Davis (CRD# 4933181) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Haven, CT and has over 19 years of experience in the finance industry. Theodore Davis 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.
Thomas Davis (CRD# 5846152) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 13 years of experience in the finance industry.
Peter Decker (CRD# 2623858) is an Investment Advisor Representative working at Ht Partners LLC in Centerbrook, CT and has over 29 years of experience in the finance industry.
Joseph Dedomenico (CRD# 1448883) is an Investment Advisor Representative working at Commonwealth Financial Network in North Haven, CT and has over 35 years of experience in the finance industry. Joseph Dedomenico 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.