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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...
Simon Rosenberg (CRD# 5470488) is an Investment Advisor Representative working at Homestead Financial Partners in Tampa, FL and has 1 year of experience in the finance industry.
Thomas Rouse (CRD# 2051898) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.
Shahid Saigol (CRD# 2684862) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Tampa, FL and has over 27 years of experience in the finance industry.
John Scott (CRD# 1636317) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 22 years of experience in the finance industry.
Kelly Simms (CRD# 6314976) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tampa, FL and has over 9 years of experience in the finance industry. Kelly Simms 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.
Calvin Sutton (CRD# 6773745) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tampa, FL and has over 6 years of experience in the finance industry.
Ravi Talati (CRD# 4490200) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Tampa, FL and has over 22 years of experience in the finance industry.
Todd Tindall (CRD# 2157162) is an Investment Advisor Representative working at Guardian Advisors, LLC in Tampa, FL and has over 32 years of experience in the finance industry.
Timothy Tonn (CRD# 4716284) is an Investment Advisor Representative working at Cirrus Capital Management, LLC in Tampa, FL and has over 20 years of experience in the finance industry.
Troy Tonn (CRD# 4754070) is an Investment Advisor Representative working at Cirrus Capital Management, LLC in Tampa, FL and has over 20 years of experience in the finance industry.