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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...
William Byrd (CRD# 1334634) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Tampa, FL and has over 36 years of experience in the finance industry. William Byrd 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.
Alex Cabe (CRD# 6987624) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has 1 year of experience in the finance industry.
Craig Cacase (CRD# 1095953) is an Investment Advisor Representative working at Private Advisor Group, LLC in Hartford, CT and has over 31 years of experience in the finance industry.
Dennis Cadwell (CRD# 5746374) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 15 years of experience in the finance industry.
Jessica Cafasso (CRD# 5677783) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Glastonbury, CT and has over 13 years of experience in the finance industry. Jessica Cafasso 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.
Brian Cahill (CRD# 5123735) is an Investment Advisor Representative working at Edward Jones in Glastonbury, CT and has over 18 years of experience in the finance industry.
Terrence Cahill (CRD# 1149918) is an Investment Advisor Representative working at Commonwealth Financial Network in Cromwell, CT and has over 28 years of experience in the finance industry.
Theresa Cahill (CRD# 5974673) is an Investment Advisor Representative working at Commonwealth Financial Network in Cromwell, CT and has over 12 years of experience in the finance industry.
William Cahill (CRD# 1542285) is an Investment Advisor Representative working at Commonwealth Financial Network in Cromwell, CT and has over 27 years of experience in the finance industry. William Cahill 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.
Erick Caledonia (CRD# 3072575) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Windsor, CT and has over 25 years of experience in the finance industry.