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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
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to...
Stephanie Bottino (CRD# 4279984) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Farmington, CT and has over 23 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.
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.
Robert Bowman (CRD# 6556039) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in New Haven, CT and has over 8 years of experience in the finance industry. Robert Bowman 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.
Donald Boyce (CRD# 3019624) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Haven, CT and has over 26 years of experience in the finance industry.
Jill Brandon (CRD# 2391007) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Bristol, CT and has over 30 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.
Mark Briggs (CRD# 2898839) is an Investment Advisor Representative working at Briggs Wealth Management, Inc. in Glastonbury, CT and has over 27 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.