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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...
Christopher Barrett (CRD# 1589965) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Warwick, RI and has over 37 years of experience in the finance industry.
Richard Bassett (CRD# 4241324) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fall River, MA and has over 23 years of experience in the finance industry.
James Bates (CRD# 5222908) is an Investment Advisor Representative working at Edward Jones in Mystic, CT and has over 17 years of experience in the finance industry.
Richard Bauchspies (CRD# 2242970) is an Investment Advisor Representative working at The Burney Company in Portsmouth, RI and has over 31 years of experience in the finance industry.
Daniel Beaudette (CRD# 5514020) is an Investment Advisor Representative working at Commonwealth Financial Network in Middletown, RI and has over 15 years of experience in the finance industry.
Christopher Beaulieu (CRD# 2301051) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 30 years of experience in the finance industry.
Richard Beaulieu (CRD# 1397175) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 38 years of experience in the finance industry.
Robert Beese (CRD# 4301851) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Portsmouth, RI and has over 23 years of experience in the finance industry.
Michael Begin (CRD# 2320363) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Mystic, CT and has over 31 years of experience in the finance industry. Michael Begin 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.
James Blackerby (CRD# 1123423) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wakefield, RI and has over 40 years of experience in the finance industry.