-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Thomas Currier (CRD# 7352030) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tampa, FL and has over 2 years of experience in the finance industry.
Preston Duppins (CRD# 6827892) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tampa, FL and has over 6 years of experience in the finance industry.
Mariah Elkins (CRD# 7301683) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 3 years of experience in the finance industry.
David Goss (CRD# 7095945) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Tampa, FL and has over 2 years of experience in the finance industry.
Adam Hruby (CRD# 5962539) is an Investment Advisor Representative working at Intrust Advisors, Inc. in Tampa, FL and has over 4 years of experience in the finance industry.
Yelizaveta Lipina (CRD# 6272220) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 4 years of experience in the finance industry.
Jeremy Martin (CRD# 7163783) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Tampa, FL and has over 3 years of experience in the finance industry.
Jonathan Mohoney (CRD# 5370134) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has 1 year of experience in the finance industry.
Caroline Petty (CRD# 6412517) is an Investment Advisor Representative working at Uprise Advisers LLC in San Francisco, CA and has 1 year of experience in the finance industry. Caroline Petty 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.
David Robbins (CRD# 7496497) is an Investment Advisor Representative working at Varney Wealth Management in Tampa, FL and has 1 year of experience in the finance industry.