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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...
Sharon Dufresne (CRD# 1608685) is an Investment Advisor Representative working at Avantax Advisory Services in South Lyme, CT and has over 19 years of experience in the finance industry. Sharon Dufresne 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.
Daniel Dunn (CRD# 1149045) is an Investment Advisor Representative working at Mml Investors Services, LLC in Waterford, CT and has over 24 years of experience in the finance industry.
Bryan Durso (CRD# 6088790) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southampton, NY and has over 8 years of experience in the finance industry.
William Duvall (CRD# 4746407) is an Investment Advisor Representative working at Sightline Wealth Advisors, LLC in Groton, CT and has over 15 years of experience in the finance industry.
Roderick Duxbury (CRD# 4880536) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waterford, CT and has over 19 years of experience in the finance industry.
Jennifer Eastbourne (CRD# 5723853) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mystic, CT and has over 12 years of experience in the finance industry.
Jacob Eckart (CRD# 1109220) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 36 years of experience in the finance industry.
Stacey Eder (CRD# 1668072) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 29 years of experience in the finance industry.
James Elliott (CRD# 2276124) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mystic, CT and has over 31 years of experience in the finance industry.
Christian Ellis (CRD# 6363180) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.