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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...
Raymond Butti (CRD# 4053122) is an Investment Advisor Representative working at Pgim Investments LLC in Guilford, CT and has over 23 years of experience in the finance industry.
Harrison Buxton (CRD# 4550002) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 16 years of experience in the finance industry.
Barbara Buzzelli (CRD# 4092965) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 23 years of experience in the finance industry.
William Byrd (CRD# 1334634) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Tampa, FL and has over 36 years of experience in the finance industry. William Byrd 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.
Terrence Cahill (CRD# 1149918) is an Investment Advisor Representative working at Commonwealth Financial Network in Cromwell, CT and has over 28 years of experience in the finance industry.
Theresa Cahill (CRD# 5974673) is an Investment Advisor Representative working at Commonwealth Financial Network in Cromwell, CT and has over 12 years of experience in the finance industry.
William Cahill (CRD# 1542285) is an Investment Advisor Representative working at Commonwealth Financial Network in Cromwell, CT and has over 27 years of experience in the finance industry. William Cahill 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.
Kim Caldwell (CRD# 2715652) is an Investment Advisor Representative working at Lpl Financial LLC in Laurel, NY and has over 27 years of experience in the finance industry. Kim Caldwell 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.
Kevin Callagy (CRD# 3008571) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 26 years of experience in the finance industry.
Michael Callahan (CRD# 2443408) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Southington, CT and has over 29 years of experience in the finance industry.