RobertHenderson- Financial Advisor Mystic, CT

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About Robert Henderson

Robert Henderson, CFP® is the President and Advisor at LWM. Prior to founding the firm, Mr. Henderson was a financial advisor with a nationally recognized brokerage firm. His previous experience included numerous senior corporate financial positions, including Director of Finance and Accounting and Controller positions. Mr. Henderson holds a BS degree in Accounting from Bentley University, the CERTIFIED FINANCIAL PLANNER^™ professional designation, earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning, and is a Certified Divorce Financial Analyst (CDFA).

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General Information

Firm Start Year

2010

No. of Employees

CRD#

5089860

Firm CRD#

155422

Insurance License#

CT #002266283

Name of Custodial Firm

Fidelity

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

15 years in financial planning industry as well as 12 years in senior corporate finance roles.

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Individuals, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 63, Series 66

Financial Organization Memberships

National Association of Estate Planners & Councils (NAEPC)

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Flat Fee, Hourly

Education

Bachelor of Science - Accounting

Bentley University
September 1990 -May 1994

CERTIFIED FINANCIAL PLANNER" professional - Financial Planning

CFP Board
2021 -2021

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1866351/paladinregistry-Lansdowne-Wealth-Management,-LLC-detailed-disclosure.html

Disclaimer

Registered Investment Advisor in the state of CT. CRD# 155422

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Paladin Research Report For:

Robert Henderson

Lansdowne Wealth Management, LLC