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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...
Donald Bonvisuto (CRD# 2673350) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Glastonbury, CT and has over 24 years of experience in the finance industry.
Nicholas Bosco (CRD# 6094816) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 8 years of experience in the finance industry.
Devin Bourque (CRD# 6131704) is an Investment Advisor Representative working at Ht Partners LLC in Centerbrook, CT and has over 11 years of experience in the finance industry. Devin Bourque 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 Boutwell (CRD# 4321586) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 23 years of experience in the finance industry.
Montgomery Bradley (CRD# 1845915) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 34 years of experience in the finance industry.
Douglas Brenneman (CRD# 2481279) is an Investment Advisor Representative working at Brenneman Investment Adviser, LLC in Centerbrook, CT and has over 26 years of experience in the finance industry.
Mark Briggs (CRD# 2898839) is an Investment Advisor Representative working at Briggs Wealth Management, Inc. in Glastonbury, CT and has over 26 years of experience in the finance industry. Mark Briggs 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.
David Brisnehan (CRD# 5464653) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 16 years of experience in the finance industry.
Thomas Britt (CRD# 2193989) is an Investment Advisor Representative working at Benchmark Wealth Management, LLC in Old Lyme, CT and has over 23 years of experience in the finance industry. Thomas Britt 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.
Michael Bronson (CRD# 6831876) is an Investment Advisor Representative working at Mb Financial Planning LLC in Richmond, RI and has over 6 years of experience in the finance industry.