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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...
Brenda Calkins (CRD# 1842529) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newport, RI and has over 35 years of experience in the finance industry.
Rick Campbell (CRD# 4566472) is an Investment Advisor Representative and President of Financial Independence, LLC. He has over 15 years of experience in the finance industry and is a Chartered Financial Consultant (ChFC®), the highest standard of knowledge and trust in financial planning.
While working in the corporate arena, many of Rick's friends approached him during the stock market crash of 2000 — 2001, asking for a second opinion on their investment portfolios. Upon review, he suggested they seek the advice of a professional advisor. To his surprise, most of them were already working with...
Christine Canapari (CRD# 4299313) is an Investment Advisor Representative working at Mariner Independent in East Greenwich, RI and has over 19 years of experience in the finance industry.
Taylor Cann (CRD# 6423448) is an Investment Advisor Representative working at Lpl Financial LLC in West Warwick, RI and has over 8 years of experience in the finance industry.
Glenn Capalbo (CRD# 4084202) is an Investment Advisor Representative working at Avantax Advisory Services in West Warwick, RI and has over 24 years of experience in the finance industry.
Matthew Capone (CRD# 1017593) is an Investment Advisor Representative working at Mml Investors Services, LLC in West Warwick, RI and has over 42 years of experience in the finance industry.
Molly Cardoso (CRD# 5523513) is an Investment Advisor Representative working at Wells Fargo Advisors in Warwick, RI and has over 12 years of experience in the finance industry.
Harold Cardoza (CRD# 2486766) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middletown, RI and has over 29 years of experience in the finance industry.
Daniel Carney (CRD# 841972) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in South Kingstown, RI and has over 42 years of experience in the finance industry.
Stephen Carney (CRD# 41135) is an Investment Advisor Representative working at Stephen T. Carney in Little Compton, RI and has over 25 years of experience in the finance industry.