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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...
Devin Bourque (CRD# 6131704) is an Investment Advisor Representative working at Ht Partners LLC in Centerbrook, CT and has over 11 years of experience in the finance industry. Devin Bourque 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.
Montgomery Bradley (CRD# 1845915) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 34 years of experience in the finance industry.
John Brady (CRD# 2293537) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Southampton, NY and has over 31 years of experience in the finance industry.
Douglas Brenneman (CRD# 2481279) is an Investment Advisor Representative working at Brenneman Investment Adviser, LLC in Centerbrook, CT and has over 26 years of experience in the finance industry.
Thomas Britt (CRD# 2193989) is an Investment Advisor Representative working at Benchmark Wealth Management, LLC in Old Lyme, CT and has over 23 years of experience in the finance industry. Thomas Britt 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.
Radford Brogden (CRD# 5335401) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 16 years of experience in the finance industry.
Mary Broidy (CRD# 6907419) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Southampton, NY and has over 5 years of experience in the finance industry.
Linda Brophy (CRD# 5592935) is an Investment Advisor Representative working at Edward Jones in Essex, CT and has over 15 years of experience in the finance industry.
Rudolph Bruer (CRD# 2069611) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southold, NY and has over 33 years of experience in the finance industry.
John Bubello (CRD# 4901918) is an Investment Advisor Representative working at Compass Retirement, LLC in Old Saybrook, CT and has over 19 years of experience in the finance industry. John Bubello 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.