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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...
Alan Ashworth (CRD# 1440682) is an Investment Advisor Representative working at The London Company Of Virginia in Tampa, FL and has over 32 years of experience in the finance industry.
Adam Avila (CRD# 6124928) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Newport, RI and has over 11 years of experience in the finance industry.
Steven Ayer (CRD# 2520471) is an Investment Advisor Representative working at Hightower Advisors, LLC in Harrison, NY and has over 21 years of experience in the finance industry. His experience includes being the author of a book called "Choosing Simplicity" (www.choosingsimplicity.us) and having his own radio show from 2011-2013 called Global Currency Watch. He is an Accredited Investment Fiduciary (AIF) and a Certified Investment Management Analyst (CIMA) while having a focus upon risk management.
Brenda Ayers (CRD# 7020465) is an Investment Advisor Representative working at Morgan Stanley in Mystic, CT and has over 5 years of experience in the finance industry.
Bruce Balkcom (CRD# 2158092) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Coventry, RI and has over 32 years of experience in the finance industry.
James Bates (CRD# 5222908) is an Investment Advisor Representative working at Edward Jones in Mystic, CT and has over 17 years of experience in the finance industry.
Susan Beard (CRD# 2419098) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 29 years of experience in the finance industry.
Christopher Beaulieu (CRD# 2301051) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 31 years of experience in the finance industry.
Richard Beaulieu (CRD# 1397175) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 38 years of experience in the finance industry.