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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...
Aaron Wade (CRD# 6022436) is an Investment Advisor Representative working at Lighthouse Financial Management, LLC in Westerly, RI and has over 11 years of experience in the finance industry. Aaron Wade 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.
Christopher Wallace (CRD# 2396712) is an Investment Advisor Representative working at Professional Planning Group in Westerly, RI and has over 21 years of experience in the finance industry.
Peter Wallace (CRD# 2320579) is an Investment Advisor Representative working at Professional Planning Group in Westerly, RI and has over 28 years of experience in the finance industry.
David Aballo (CRD# 7793846) is an Investment Advisor Representative working at Professional Planning Group in Westerly, RI and has 1 year of experience in the finance industry.
Richia Allen (CRD# 7385654) is an Investment Advisor Representative working at Lpl Financial LLC in Westerly, RI and has 1 year of experience in the finance industry.
Edward Gencarelli (CRD# 7836886) is an Investment Advisor Representative working at Washington Trust Advisors in Westerly, RI and has 1 year of experience in the finance industry.
James Maynard (CRD# 6916072) is an Investment Advisor Representative working at Napatree Capital LLC in Westerly, RI and has over 4 years of experience in the finance industry.
Michael Moses (CRD# 2190810) is an Investment Advisor Representative working at Napatree Capital LLC in Westerly, RI and has over 32 years of experience in the finance industry.
Kathleen Walsh (CRD# 7138946) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westerly, RI and has over 4 years of experience in the finance industry.
Michael Abbood (CRD# 5430557) is an Investment Advisor Representative working at Commonwealth Financial Network in North Kingstown, RI and has over 16 years of experience in the finance industry.