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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...
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.
Patrick Boutilier (CRD# 4935304) is an Investment Advisor Representative working at Lpl Financial LLC in Hamden, CT and has over 18 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.
Thomas Brett (CRD# 1871764) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Middletown, CT and has over 28 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.
Joshua Broder (CRD# 4634215) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cheshire, CT and has over 20 years of experience in the finance industry.
Theodore Brooks (CRD# 2628214) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in North Haven, CT and has over 27 years of experience in the finance industry.
Linda Brophy (CRD# 5592935) is an Investment Advisor Representative working at Edward Jones in Essex, CT and has over 15 years of experience in the finance industry.