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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 27 years of experience in the finance industry.
Rob Cassella (CRD# 5836230) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wallingford, CT and has over 13 years of experience in the finance industry.
Jeffrey Couzens (CRD# 2979823) is an Investment Advisor Representative working at Cwm, LLC in Wallingford, CT and has over 24 years of experience in the finance industry. Jeffrey Couzens 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.
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.
Robert Ginsberg (CRD# 5177531) is an Investment Advisor Representative working at Lpl Financial LLC in Wallingford, CT and has over 15 years of experience in the finance industry.
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.