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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...
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.
William Byrd (CRD# 1334634) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Tampa, FL and has over 36 years of experience in the finance industry. William Byrd 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.
Donna Caccia (CRD# 4579319) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 21 years of experience in the finance industry.
Tracy Cahill (CRD# 6206370) is an Investment Advisor Representative working at Equitable Advisors, LLC in Warwick, RI and has over 9 years of experience in the finance industry.
Kevin Callagy (CRD# 3008571) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 25 years of experience in the finance industry.
Rick Campbell (CRD# 4566472) is an Investment Advisor Representative and President of Financial Independence, LLC. He has over 15 years of experience in the finance industry and is a Chartered Financial Consultant (ChFC®), the highest standard of knowledge and trust in financial planning.
While working in the corporate arena, many of Rick's friends approached him during the stock market crash of 2000 — 2001, asking for a second opinion on their investment portfolios. Upon review, he suggested they seek the advice of a professional advisor. To his surprise, most of them were already working with...
Rodney Campopiano (CRD# 4009476) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwich, CT and has over 23 years of experience in the finance industry.
Christine Canapari (CRD# 4299313) is an Investment Advisor Representative working at Mariner Independent in East Greenwich, RI and has over 19 years of experience in the finance industry.
Taylor Cann (CRD# 6423448) is an Investment Advisor Representative working at Lpl Financial LLC in West Warwick, RI and has over 8 years of experience in the finance industry.
Glenn Capalbo (CRD# 4084202) is an Investment Advisor Representative working at Avantax Advisory Services in West Warwick, RI and has over 24 years of experience in the finance industry.