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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...
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to...
Neil Anthes (CRD# 6705283) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westerly, RI and has over 7 years of experience in the finance industry. Neil Anthes 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.
Patrick Connelly (CRD# 5934645) is an Investment Advisor Representative working at Professional Planning Group in Westerly, RI and has over 8 years of experience in the finance industry.
Peter Cuddy (CRD# 5899022) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westerly, RI and has over 12 years of experience in the finance industry.
Geraldine Cunningham (CRD# 1093600) is an Investment Advisor Representative working at First Financial Advisory Services Inc. in Westerly, RI and has over 41 years of experience in the finance industry.
Tricia Fiore (CRD# 6064052) is an Investment Advisor Representative working at Brokers Financial in Westerly, RI and has over 11 years of experience in the finance industry.
Thomas Gardiner (CRD# 7047046) is an Investment Advisor Representative working at Edward Jones in Westerly, RI and has over 5 years of experience in the finance industry.
Robert Kinnie (CRD# 5629288) is an Investment Advisor Representative working at Napatree Capital LLC in Westerly, RI and has over 14 years of experience in the finance industry.