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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...
Scott Diehl (CRD# 4839544) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Tampa, FL and has over 19 years of experience in the finance industry.
Jeffrey Diercks (CRD# 4843277) is an Investment Advisor Representative working at Intrust Advisors, Inc. in Tampa, FL and has 1 year of experience in the finance industry.
Eric Difrancesco (CRD# 2647600) is an Investment Advisor Representative working at Investors Choice in Tampa, FL and has over 28 years of experience in the finance industry.
Michael Dixon (CRD# 2854978) is an Investment Advisor Representative working at The Colony Group, LLC in Tampa, FL and has over 27 years of experience in the finance industry. Michael Dixon 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 Doherty (CRD# 1138048) is an Investment Advisor Representative working at Lpl Financial LLC in Uncasville, CT and has over 39 years of experience in the finance industry.
William Dolan (CRD# 69554) is an Investment Advisor Representative working at Equitable Advisors, LLC in East Greenwich, RI and has over 39 years of experience in the finance industry.
Colleen Donahue (CRD# 2509714) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 28 years of experience in the finance industry.
David Donaldson (CRD# 1155413) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 40 years of experience in the finance industry.
Lawrence Dooley (CRD# 2376082) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has 1 year of experience in the finance industry.
Glen Dowden (CRD# 5217538) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 17 years of experience in the finance industry.