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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...
Robert Dimarco (CRD# 4671136) is an Investment Advisor Representative working at Professional Alliance Associates, LLC in Madison, CT and has over 22 years of experience in the finance industry.
Thomas Dittmeier (CRD# 6361758) is an Investment Advisor Representative working at Lpl Financial LLC in Waterford, CT and has over 9 years of experience in the finance industry.
Michael Dixon (CRD# 2854978) is an Investment Advisor Representative working at The Colony Group, LLC in Tampa, FL and has over 27 years of experience in the finance industry. Michael Dixon 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.
Michael Doherty (CRD# 1138048) is an Investment Advisor Representative working at Lpl Financial LLC in Uncasville, CT and has over 40 years of experience in the finance industry.
Brendan Donahue (CRD# 5200848) is an Investment Advisor Representative working at Sovereign Financial Services in Rocky Hill, CT and has over 16 years of experience in the finance industry.
David Donaldson (CRD# 1155413) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 40 years of experience in the finance industry.
Theresa Donatelli (CRD# 2358876) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 28 years of experience in the finance industry.
Susan Dowling (CRD# 1034612) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 40 years of experience in the finance industry. Susan Dowling 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.
William Downes (CRD# 1209421) is an Investment Advisor Representative working at Valleywood Capital Group, LLC in Madison, CT and has over 38 years of experience in the finance industry.
Lauren Drapeau (CRD# 4583713) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Rocky Hill, CT and has over 17 years of experience in the finance industry.