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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...
Marc Austin (CRD# 2061218) is an Investment Advisor Representative working at Wealthspire Advisors in West Hartford, CT and has over 33 years of experience in the finance industry. Marc Austin 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.
Steven Ayer (CRD# 2520471) is an Investment Advisor Representative working at Hightower Advisors, LLC in Harrison, NY and has over 21 years of experience in the finance industry. His experience includes being the author of a book called "Choosing Simplicity" (www.choosingsimplicity.us) and having his own radio show from 2011-2013 called Global Currency Watch. He is an Accredited Investment Fiduciary (AIF) and a Certified Investment Management Analyst (CIMA) while having a focus upon risk management.
Brenda Ayers (CRD# 7020465) is an Investment Advisor Representative working at Morgan Stanley in Mystic, CT and has over 5 years of experience in the finance industry.
Brenda Bachman (CRD# 4924561) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 18 years of experience in the finance industry.
Stephen Bacon (CRD# 2124079) is an Investment Advisor Representative working at Concourse Financial Group Advisors in West Hartford, CT and has over 33 years of experience in the finance industry.
Derek Bailey (CRD# 5234225) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 17 years of experience in the finance industry.
Thomas Bailey (CRD# 4140683) is an Investment Advisor Representative working at Esi Financial Advisors in Glastonbury, CT and has over 24 years of experience in the finance industry.
John Baker (CRD# 2811706) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in West Hartford, CT and has over 25 years of experience in the finance industry.
Sharland Baker (CRD# 6080326) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glastonbury, CT and has over 9 years of experience in the finance industry.
Andrew Baldassarre (CRD# 1047256) is an Investment Advisor Representative working at Rossmore Private Capital, LLC in Glastonbury, CT and has over 15 years of experience in the finance industry.