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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...
Cori Cass (CRD# 5636465) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Shelter Island, NY and has over 9 years of experience in the finance industry.
Frank Abel (CRD# 4288358) is an Investment Advisor Representative working at Commonwealth Financial Network in Essex, CT and has over 23 years of experience in the finance industry.
Leland Abrams (CRD# 5005616) is an Investment Advisor Representative working at Wynkoop LLC in Southampton, NY and has over 18 years of experience in the finance industry.
Daniel Adams (CRD# 1754705) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 36 years of experience in the finance industry.
Seth Adams (CRD# 3138057) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 24 years of experience in the finance industry.
Daniel Adams Jr (CRD# 5962487) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 11 years of experience in the finance industry.
Stephen Adeletti (CRD# 1619222) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 37 years of experience in the finance industry.
Andrew Agemy (CRD# 2184176) is an Investment Advisor Representative working at Agemy Wealth Advisors, LLC in Guilford, CT and has over 30 years of experience in the finance industry.