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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...
Charles Cumello (CRD# 2120572) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 33 years of experience in the finance industry.
Michael Cummins (CRD# 1370302) is an Investment Advisor Representative working at Edward Jones in Old Saybrook, CT and has over 35 years of experience in the finance industry.
Geraldine Cunningham (CRD# 1093600) is an Investment Advisor Representative working at First Financial Advisory Services Inc. in Westerly, RI and has over 41 years of experience in the finance industry.
Joseph Curran (CRD# 3024167) is an Investment Advisor Representative working at Breachway Investments, LLC in Charlestown, RI and has over 24 years of experience in the finance industry. Joseph Curran 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.
Tyler Curtis (CRD# 5657967) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 14 years of experience in the finance industry.
Bartley Damon (CRD# 6538019) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 7 years of experience in the finance industry.
R. Damon (CRD# 1136033) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 35 years of experience in the finance industry.
Trent Dattoli (CRD# 3118927) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southampton, NY and has over 25 years of experience in the finance industry.
Peter Decker (CRD# 2623858) is an Investment Advisor Representative working at Ht Partners LLC in Centerbrook, CT and has over 28 years of experience in the finance industry.