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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...
Joshua Bullis (CRD# 5732630) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Tampa, FL and has over 13 years of experience in the finance industry.
Thomas Burrows (CRD# 2590159) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New London, CT and has over 28 years of experience in the finance industry.
John Burzenski (CRD# 4245878) is an Investment Advisor Representative working at Gsb Wealth Management, LLC in Guilford, CT and has over 23 years of experience in the finance industry.
Ryan Busby (CRD# 3090780) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Old Saybrook, CT and has over 23 years of experience in the finance industry.
Raymond Butti (CRD# 4053122) is an Investment Advisor Representative working at Pgim Investments LLC in Guilford, CT and has over 23 years of experience in the finance industry.
Harrison Buxton (CRD# 4550002) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 16 years of experience in the finance industry.
Barbara Buzzelli (CRD# 4092965) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 23 years of experience in the finance industry.
William Byrd (CRD# 1334634) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Tampa, FL and has over 36 years of experience in the finance industry. William Byrd 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.
Kim Caldwell (CRD# 2715652) is an Investment Advisor Representative working at Lpl Financial LLC in Laurel, NY and has over 27 years of experience in the finance industry. Kim Caldwell 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.
Kevin Callagy (CRD# 3008571) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 25 years of experience in the finance industry.