Distance Metro area (25 miles)
- 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
Patric Wallace (CRD# 1241039) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sag Harbor, NY and has over 27 years of experience in the finance industry. Patric Wallace 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.
Robert Henderson (CRD# 5089860) is an Investment Advisor Representative working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 10 years of experience in the finance industry.
Robert is a fee-only financial advisor, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
Mr. Henderson has taken additional exams to become a Certified Divorce Financial Analyst (CDFA®). CDFA professionals must pass the comprehensive CDFA Certification Examination,...
Daniel Shane (CRD# 2671683) is an Investment Advisor Representative working at Essex Asset Advisors Inc. in Ivoryton, CT and has over 37 years of experience in the finance industry.
Essex Asset Advisors specializes in distressed asset backed securities