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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...
Kevin Callagy (CRD# 3008571) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 26 years of experience in the finance industry.
Thomas Cama (CRD# 4557306) is an Investment Advisor Representative working at Lifeplan Wealth Management Group LLC in Branford, CT and has over 21 years of experience in the finance industry.
Andrea Camoin (CRD# 2550502) is an Investment Advisor Representative working at Smith Brothers Financial, LLC in West Hartford, CT and has over 24 years of experience in the finance industry. Andrea Camoin 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.
William Campbell (CRD# 2957037) is an Investment Advisor Representative working at Avantax Advisory Services in Glastonbury, CT and has over 26 years of experience in the finance industry.
Rodney Campopiano (CRD# 4009476) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwich, CT and has over 23 years of experience in the finance industry.
Richard Caplan (CRD# 838674) is an Investment Advisor Representative working at Lpl Financial LLC in Bloomfield, CT and has over 25 years of experience in the finance industry.
David Capozza (CRD# 5091896) is an Investment Advisor Representative working at Conning Investment Products, Inc. in Hartford, CT and has over 17 years of experience in the finance industry.
Jefferey Cappelle (CRD# 5878230) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tampa, FL and has over 13 years of experience in the finance industry.
Richard Cardinal (CRD# 2958585) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in West Hartford, CT and has over 26 years of experience in the finance industry. Richard Cardinal 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.
Stephen Carlo (CRD# 1766284) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Suffield, CT and has over 35 years of experience in the finance industry.