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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...
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Ian Devine (CRD# 7119753) is an Investment Advisor Representative working at Edward Jones in Narragansett, RI and has over 4 years of experience in the finance industry.
Michael Abbood (CRD# 5430557) is an Investment Advisor Representative working at Commonwealth Financial Network in North Kingstown, RI and has over 16 years of experience in the finance industry.
Thomas Abbood (CRD# 6335780) is an Investment Advisor Representative working at Commonwealth Financial Network in North Kingstown, RI and has over 9 years of experience in the finance industry.
Alexander Albert (CRD# 5674354) is an Investment Advisor Representative working at Lincoln Capital Corporation in East Greenwich, RI and has over 8 years of experience in the finance industry. Alexander Albert 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.