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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...
Christopher Crandle (CRD# 6611854) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Southold, NY and has over 6 years of experience in the finance industry.
Lynn Cravinho (CRD# 5486266) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in Waterford, CT and has over 16 years of experience in the finance industry.
James Crawford (CRD# 56701) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 42 years of experience in the finance industry.
Peter Creedon (CRD# 2951761) is an Investment Advisor Representative working at Crystal Brook Advisors in Brookhaven, NY and has over 26 years of experience in the finance industry. Peter Creedon 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.
Charles Crilly (CRD# 3130116) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Essex, CT and has over 25 years of experience in the finance industry.
Melinda Cronin (CRD# 2817350) is an Investment Advisor Representative working at Principal Securities, Inc. in Tampa, FL and has over 25 years of experience in the finance industry.
Vincent Crudo (CRD# 1706739) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westbrook, CT and has over 36 years of experience in the finance industry.
Charles Cumello (CRD# 2120572) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 33 years of experience in the finance industry.
Michael Cummins (CRD# 1370302) is an Investment Advisor Representative working at Edward Jones in Old Saybrook, CT and has over 36 years of experience in the finance industry.
Tyler Curtis (CRD# 5657967) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 14 years of experience in the finance industry.