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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
David Dufour (CRD# 1922720) is an Investment Advisor Representative working at Lpl Financial LLC in New Britain, CT and has over 35 years of experience in the finance industry.
Kevin Fox (CRD# 4135542) is an Investment Advisor Representative working at Lpl Financial LLC in New Britain, CT and has over 23 years of experience in the finance industry.
Timothy Grace (CRD# 862287) is an Investment Advisor Representative working at Commonwealth Financial Network in New Britain, CT and has over 36 years of experience in the finance industry.
Peter Kovalevich (CRD# 1096473) is an Investment Advisor Representative working at Latitude Advisors, LLC in New Britain, CT and has over 38 years of experience in the finance industry.
Anthony Marciano (CRD# 2321853) is an Investment Advisor Representative working at Lpl Financial LLC in New Britain, CT and has over 26 years of experience in the finance industry.
Wojciech Polowy (CRD# 4587014) is an Investment Advisor Representative working at Independent Financial Group, LLC in New Britain, CT and has over 11 years of experience in the finance industry.
Richard Lopresti (CRD# 4297910) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 22 years of experience in the finance industry. Richard Lopresti 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.
Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 23 years of experience in the finance industry.
Yaldez Abdel Samed (CRD# 5623606) is an Investment Advisor Representative working at Citizens Securities, Inc. in East Hampton, CT and has over 14 years of experience in the finance industry.