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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...
John Bubello (CRD# 4901918) is an Investment Advisor Representative working at Compass Retirement, LLC in Old Saybrook, CT and has over 19 years of experience in the finance industry. John Bubello 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.
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.
Jason Carrier (CRD# 4553561) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Old Saybrook, CT and has over 21 years of experience in the finance industry.
Christopher Coburn (CRD# 1761848) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 36 years of experience in the finance industry.
Alan Cooper (CRD# 1763776) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Old Saybrook, CT and has over 18 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 35 years of experience in the finance industry.
Bartley Damon (CRD# 6538019) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 7 years of experience in the finance industry.
R. Damon (CRD# 1136033) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 35 years of experience in the finance industry.