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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...
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.
Michael Bruno (CRD# 2158144) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Tampa, FL and has over 23 years of experience in the finance industry. Michael Bruno 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.
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.
Daniel Bullard (CRD# 34973) is an Investment Advisor Representative working at On Investment Management Co in Branford, CT and has over 26 years of experience in the finance industry.
Joshua Bullis (CRD# 5732630) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Tampa, FL and has over 13 years of experience in the finance industry.
Russel Burgess (CRD# 1449149) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mystic, CT and has over 30 years of experience in the finance industry.
Robert Burriciello (CRD# 2448846) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Melville, NY and has over 30 years of experience in the finance industry.
Thomas Burrows (CRD# 2590159) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New London, CT and has over 28 years of experience in the finance industry.
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.