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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
Lise Robinson (CRD# 4487373) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 22 years of experience in the finance industry. Lise Robinson 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.
Brian Skinner (CRD# 5639820) is an Investment Advisor Representative working at Lpl Financial LLC in Milford, CT and has over 14 years of experience in the finance industry. Brian Skinner 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.
William Smiley (CRD# 2374799) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 30 years of experience in the finance industry.
Robert Smith (CRD# 2592947) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 29 years of experience in the finance industry.
Thaddeus Smith (CRD# 2747564) is an Investment Advisor Representative working at Edward Jones in Milford, CT and has over 27 years of experience in the finance industry.
Mark Tutino (CRD# 2206044) is an Investment Advisor Representative working at Lpl Financial LLC in Milford, CT and has over 32 years of experience in the finance industry.
Philip Ucci (CRD# 5048153) is an Investment Advisor Representative working at Edward Jones in Milford, CT and has over 18 years of experience in the finance industry.
Lisa Valerio (CRD# 5594634) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Milford, CT and has over 15 years of experience in the finance industry.
Mello Van Daalen (CRD# 1456340) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 38 years of experience in the finance industry.
Dwight Wildman (CRD# 5244721) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Milford, CT and has over 17 years of experience in the finance industry.