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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...
Brenda Bachman (CRD# 4924561) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 18 years of experience in the finance industry.
Karl Badey (CRD# 6617588) is an Investment Advisor Representative working at Commonwealth Financial Network in Manchester, CT and has over 7 years of experience in the finance industry.
Ryan Bagley (CRD# 2756920) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 27 years of experience in the finance industry.
Derek Bailey (CRD# 5234225) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 17 years of experience in the finance industry.
Thomas Bailey (CRD# 4140683) is an Investment Advisor Representative working at Esi Financial Advisors in Glastonbury, CT and has over 24 years of experience in the finance industry.
Sharland Baker (CRD# 6080326) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glastonbury, CT and has over 9 years of experience in the finance industry.
Timothy Baker, CFP® is the founder and CEO of WealthShape, an independent wealth management firm dedicated to fiduciary advice and evidence based investment management.
Timothy 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Andrew Baldassarre (CRD# 1047256) is an Investment Advisor Representative working at Rossmore Private Capital, LLC in Glastonbury, CT and has over 15 years of experience in the finance industry.
Jacqueline Baldwin (CRD# 1532343) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in South Windsor, CT and has over 37 years of experience in the finance industry.
Kevin Baldwin (CRD# 1172829) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in South Windsor, CT and has over 38 years of experience in the finance industry.