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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
Frank Adams (CRD# 2941787) is an Investment Advisor Representative working at Lpl Financial LLC in Wallingford, CT and has over 26 years of experience in the finance industry.
Michael Argiro (CRD# 1593532) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wallingford, CT and has over 31 years of experience in the finance industry.
John Capece (CRD# 2848080) is an Investment Advisor Representative working at Lpl Financial LLC in Wallingford, CT and has over 26 years of experience in the finance industry.
Peter Cowen (CRD# 4447008) is an Investment Advisor Representative working at Lpl Financial LLC in Wallingford, CT and has over 22 years of experience in the finance industry.
Rob Craft (CRD# 4219041) is an Investment Advisor Representative working at Sentinel Asset Management, LLC in Wallingford, CT and has over 20 years of experience in the finance industry.
Zachary Daniels (CRD# 5525754) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Wallingford, CT and has over 8 years of experience in the finance industry.
Colleen Galushko (CRD# 2139050) is an Investment Advisor Representative working at Lpl Financial LLC in Shelton, CT and has over 18 years of experience in the finance industry.
A financial planner with LPL Financial providing clients wealth management, insurance, retirement & estate planning.
I Specialize in:
Retirement planning, income distribution strategies, investment advisory, insurance, risk management, wealth management, and estate planning.
My Experience/Registrations are:
- Since 2005 – Investment Advisor Representative - LPL Financial Services - largest independent broker...
Dana Harvey (CRD# 4102711) is an Investment Advisor Representative working at Avantax Advisory Services in Wallingford, CT and has over 24 years of experience in the finance industry.
Thomas Hurt (CRD# 2157401) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Wallingford, CT and has over 32 years of experience in the finance industry.
Jonathan Kaplan (CRD# 2441413) is an Investment Advisor Representative working at Edward Jones in Wallingford, CT and has over 30 years of experience in the finance industry.