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Distance Only Farmington, CT
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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
Gary Tasillo (CRD# 1416830) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, CT and has over 26 years of experience in the finance industry.
Michael Tedone (CRD# 4414244) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 22 years of experience in the finance industry.
Steven Tellar (CRD# 6012496) is an Investment Advisor Representative working at Medallion Wealth Advisors, LLC in Farmington, CT and has over 12 years of experience in the finance industry.
Megan Trask (CRD# 5824260) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 12 years of experience in the finance industry. Megan Trask 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.
Betsy Udal (CRD# 4412393) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Farmington, CT and has over 22 years of experience in the finance industry.
Matthew Udal (CRD# 4080872) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Farmington, CT and has over 24 years of experience in the finance industry.
Brian Vendig (CRD# 5964397) is an Investment Advisor Representative working at Mjp Wealth Advisors in Farmington, CT and has over 12 years of experience in the finance industry.
Michael Walsh (CRD# 2408278) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Farmington, CT and has over 30 years of experience in the finance industry.
Jonathan Webb (CRD# 2445591) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Farmington, CT and has over 28 years of experience in the finance industry. Jonathan Webb 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.
Carol Whelan (CRD# 2133288) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Farmington, CT and has over 23 years of experience in the finance industry.