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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 Leiphart (CRD# 4141443) is an Investment Advisor Representative working at Rb Capital Management, LLC in Shelton, CT and has over 23 years of experience in the finance industry. Robert Leiphart 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.
Norman Leslie (CRD# 2311487) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 30 years of experience in the finance industry.
Nancy Liebermann (CRD# 2201699) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 26 years of experience in the finance industry.
Daniel Limmer (CRD# 2325019) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 31 years of experience in the finance industry. Daniel Limmer 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 Lockery (CRD# 2687139) is an Investment Advisor Representative working at Ganim Private Wealth in Shelton, CT and has over 28 years of experience in the finance industry.
Joseph Lopresti (CRD# 2323519) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 30 years of experience in the finance industry.
Eric Lovas (CRD# 2686678) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 28 years of experience in the finance industry.
Stephen Lupkas (CRD# 2628820) is an Investment Advisor Representative working at Myfinancialpro, LLC in Shelton, CT and has over 28 years of experience in the finance industry. Stephen Lupkas 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 Lynch (CRD# 4565848) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 21 years of experience in the finance industry. Michael Lynch 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.
Timothy Macdonald (CRD# 6453933) is an Investment Advisor Representative working at Prudential Financial Planning Services in Shelton, CT and has over 9 years of experience in the finance industry.