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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...
Bruce Buck (CRD# 4971686) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Stonington, CT and has over 18 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.
Lorna Burkart (CRD# 2196482) is an Investment Advisor Representative working at Primerica Advisors in Griswold, CT and has over 32 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.
Ryan Busby (CRD# 3090780) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Old Saybrook, 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.
Alex Cabe (CRD# 6987624) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has 1 year of experience in the finance industry.
Jessica Cafasso (CRD# 5677783) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Glastonbury, CT and has over 13 years of experience in the finance industry. Jessica Cafasso 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.
Brian Cahill (CRD# 5123735) is an Investment Advisor Representative working at Edward Jones in Glastonbury, CT and has over 17 years of experience in the finance industry.
William Campbell (CRD# 2957037) is an Investment Advisor Representative working at Avantax Advisory Services in Glastonbury, CT and has over 26 years of experience in the finance industry.