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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
Brian Davis (CRD# 5560866) is an Investment Advisor Representative working at Lpl Financial LLC in Hartford, CT and has over 15 years of experience in the finance industry.
Christopher Davis (CRD# 2755947) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in West Hartford, CT and has over 13 years of experience in the finance industry.
James Davis (CRD# 1180468) is an Investment Advisor Representative working at Capital Planning Consultants, LLC in Cromwell, CT and has over 32 years of experience in the finance industry.
Theodore Davis (CRD# 4933181) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Haven, CT and has over 19 years of experience in the finance industry. Theodore Davis 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.
Thomas Davis (CRD# 5846152) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 13 years of experience in the finance industry.
Joanne De Palma (CRD# 4150850) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Collinsville, CT and has over 24 years of experience in the finance industry.
Nigel De'ath (CRD# 3023847) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Farmington, CT and has over 26 years of experience in the finance industry.
Victor Deangelis (CRD# 2881227) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 20 years of experience in the finance industry.
Donald Debiase (CRD# 2237671) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Southbury, CT and has over 31 years of experience in the finance industry.
Michael Decorleto (CRD# 4137749) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 23 years of experience in the finance industry.