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Distance Only Wallingford, CT
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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
Kusum Ramchandani (CRD# 5096044) is an Investment Advisor Representative working at Lpl Financial LLC in Wallingford, CT and has over 18 years of experience in the finance industry.
Cameron Rice (CRD# 3158150) is an Investment Advisor Representative working at Lpl Financial LLC in Wallingford, CT and has over 25 years of experience in the finance industry.
John Shaw (CRD# 5735531) is an Investment Advisor Representative working at Shaw Consulting LLC in Wallingford, CT and has 1 year of experience in the finance industry.
Austin Toomey (CRD# 5982808) is an Investment Advisor Representative working at Toomey Investment Management, Inc. in Wallingford, CT and has over 12 years of experience in the finance industry.
Brendan Toomey (CRD# 2195420) is an Investment Advisor Representative working at Toomey Investment Management, Inc. in Wallingford, CT and has over 30 years of experience in the finance industry. Brendan Toomey 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 putclients' interests first and comply with the Financial Planning Practice...
William Warner (CRD# 2653464) is an Investment Advisor Representative working at Sentinel Asset Management, LLC in Wallingford, CT and has over 28 years of experience in the finance industry. William Warner 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.
Alan Williams (CRD# 2906558) is an Investment Advisor Representative working at Avantax Advisory Services in Wallingford, CT and has over 26 years of experience in the finance industry.
John Wostbrock (CRD# 2852251) is an Investment Advisor Representative working at Avantax Advisory Services in Wallingford, CT and has over 27 years of experience in the finance industry.
Claens Bon (CRD# 6034003) is an Investment Advisor Representative working at Key Investment Services LLC in Wallingford, CT and has over 7 years of experience in the finance industry.
Ann Christian (CRD# 7570069) is an Investment Advisor Representative working at Sentinel Asset Management, LLC in Wallingford, CT and has 1 year of experience in the finance industry.