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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...
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...
Mansoor Ahmed (CRD# 5471697) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Tampa, FL and has over 14 years of experience in the finance industry.
Alan Ashworth (CRD# 1440682) is an Investment Advisor Representative working at The London Company Of Virginia in Tampa, FL and has over 31 years of experience in the finance industry.
Anne Atlas (CRD# 2211754) is an Investment Advisor Representative working at Russell Investments in Tampa, FL and has over 17 years of experience in the finance industry.
Mark Barausky (CRD# 2202770) is an Investment Advisor Representative working at New York Life Investment Management LLC in Tampa, FL and has over 30 years of experience in the finance industry.
Illya Bermant (CRD# 4446464) is an Investment Advisor Representative working at Fisher Investments in Tampa, FL and has over 21 years of experience in the finance industry.
Victoria Boswell (CRD# 2615937) is an Investment Advisor Representative working at Stephens Consulting, LLC in Tampa, FL and has over 26 years of experience in the finance industry.
Jon Bowman (CRD# 1554845) is an Investment Advisor Representative working at Esi Financial Advisors in Tampa, FL and has over 36 years of experience in the finance industry.
Edward Brown (CRD# 2026102) is an Investment Advisor Representative working at G. A. Repple & Company in Tampa, FL and has over 28 years of experience in the finance industry. Edward Brown 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.