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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...
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.
Thomas Cama (CRD# 4557306) is an Investment Advisor Representative working at Lifeplan Wealth Management Group LLC in Branford, CT and has over 21 years of experience in the finance industry.
John Campeau (CRD# 1632249) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 37 years of experience in the finance industry.
Anthony Cappiello (CRD# 2172928) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Southampton, NY and has over 32 years of experience in the finance industry.
Wayne Card (CRD# 2614517) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 28 years of experience in the finance industry.
James Carney (CRD# 2142634) is an Investment Advisor Representative working at Commonwealth Financial Network in Groton, CT and has over 28 years of experience in the finance industry.
Kenneth Carone (CRD# 4283359) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Guilford, CT and has over 23 years of experience in the finance industry.