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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
Christian Auger (CRD# 3225802) is an Investment Advisor Representative working at New England Asset Management, Inc. in Farmington, CT and has over 20 years of experience in the finance industry.
Julie Beauchamp-Orlowski (CRD# 2344913) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Farmington, CT and has over 22 years of experience in the finance industry. Julie Beauchamp-Orlowski 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.
Robert Brochu (CRD# 1326861) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, CT and has over 29 years of experience in the finance industry. Robert Brochu 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.
Christopher Cleland (CRD# 4731314) is an Investment Advisor Representative working at Lincoln Investment in Farmington, CT and has over 15 years of experience in the finance industry. Christopher Cleland 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.
James Couzens (CRD# 55459) is an Investment Advisor Representative working at Karn, Couzens & Associates, Inc. in Farmington, CT and has over 34 years of experience in the finance industry.
William Dominello (CRD# 4806681) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Farmington, CT and has over 12 years of experience in the finance industry. William Dominello 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.
Mitchell Gilbert (CRD# 828617) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, CT and has over 37 years of experience in the finance industry. Mitchell Gilbert 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.
Steven Glick (CRD# 2916876) is an Investment Advisor Representative working at Mjp Wealth Advisors in Farmington, CT and has over 21 years of experience in the finance industry. Steven Glick 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.
Patrick Glynn (CRD# 1803369) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Farmington, CT and has over 21 years of experience in the finance industry.