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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...
Lori Conaty (CRD# 4578877) is an Investment Advisor Representative working at Ocean View Advisors, LLC in West Warwick, RI and has over 24 years of experience in the finance industry.
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.
Matthew Corbishley (CRD# 1007416) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 40 years of experience in the finance industry.
Daniel Corrigan (CRD# 1987254) is an Investment Advisor Representative working at Corrigan Financial Inc. in Middletown, RI and has over 34 years of experience in the finance industry. Daniel Corrigan 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.
Daniel Corrigan (CRD# 6626556) is an Investment Advisor Representative working at Corrigan Financial Inc. in Middletown, RI and has over 7 years of experience in the finance industry.
Brian Corriveau (CRD# 1806721) is an Investment Advisor Representative working at Wealthcare Investment Partners LLC in Portsmouth, RI and has over 36 years of experience in the finance industry.
Ryan Corry (CRD# 6655343) is an Investment Advisor Representative working at Edward Jones in East Greenwich, RI and has over 7 years of experience in the finance industry.
Corbin Couture (CRD# 5696456) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Stonington, CT and has over 13 years of experience in the finance industry.
James Craig (CRD# 1035978) is an Investment Advisor Representative working at Lpl Financial LLC in Mystic, CT and has over 28 years of experience in the finance industry.
Matthew Crook (CRD# 2493363) is an Investment Advisor Representative working at Lpl Financial LLC in Wakefield, RI and has over 29 years of experience in the finance industry.