-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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.
Michael Alimo (CRD# 4727586) is an Investment Advisor Representative working at U.s.a. Financial & Tax Services, LLC in Glastonbury, CT and has over 20 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...
James Allen (CRD# 2907107) is an Investment Advisor Representative working at Cornerstone Planning Group in Glastonbury, CT and has over 26 years of experience in the finance industry.
Sean Allen (CRD# 4868991) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Glastonbury, CT and has over 18 years of experience in the finance industry.
Philip Allopenna (CRD# 6311090) is an Investment Advisor Representative working at Prudential Financial Planning Services in Shelton, CT and has over 10 years of experience in the finance industry.
Michael Aloi (CRD# 3217172) is an Investment Advisor Representative working at Summit Financial, LLC in Stratford, CT and has over 24 years of experience in the finance industry. Michael Aloi 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.
Timothy Alston (CRD# 2688539) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 26 years of experience in the finance industry.
Carlos Alvarado (CRD# 1329628) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 39 years of experience in the finance industry.
Mario Alvino (CRD# 4509908) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 21 years of experience in the finance industry.