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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...
Alexandra Brinkerhoff (CRD# 5766178) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 13 years of experience in the finance industry.
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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.
David Brochu (CRD# 6448724) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, CT and has over 8 years of experience in the finance industry.
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Theodore Brooks (CRD# 2628214) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in North Haven, CT and has over 28 years of experience in the finance industry.
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Frederick Brose (CRD# 4157818) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 24 years of experience in the finance industry.
Amie Brower (CRD# 5682211) is an Investment Advisor Representative working at Commonwealth Financial Network in Guilford, CT and has over 13 years of experience in the finance industry.