Years of Experience
5-20+ Years
STAMFORD, CT
0 Disclosures
ADVISOR BIO
David Karpa is a financial advisor currently registered with Clinton Investment Management, LLC and has been in the industry since 1997. David has a strong background in investments, with experience in portfolio management for businesses, individuals, and investment companies. David specializes in a range of financial products and services, including stocks, bonds, and mutual funds. David has earned the Chartered Financial Analyst designation and holds several securities licenses, including Series 3, 6, 7, and 63.
SPECIALIZATIONS
WESTPORT, CT
38 Years Experience
3 Disclosures
ADVISOR BIO
David Alan Beckerman is a financial professional with over 35 years of experience in the securities industry. He is currently registered with David Lerner Associates, Inc. and has previously worked with IDS Marketing Corporation and IDS/American Express Inc. David Beckerman holds a Series 63, Series 7, Series 22, and Series 6 license as well as the SIE. David Beckerman has been registered in 20 states since 1988.
SPECIALIZATIONS
No specializations listed.
Westport, CT
16 Years Experience
0 Disclosures
ADVISOR BIO
David Castle is a financial advisor with over 15 years of experience in the financial services industry. David Castle is registered with Morgan Stanley, a firm with over 15,700 licensed agents and over 22,500 investment advisor representatives. David Castle is registered in 36 states. David Castle has passed the Series 66, Series 7, Series 31, and SIE exams.
SPECIALIZATIONS
AVON, CT
1 Disclosures
ADVISOR BIO
David Richard Rusch has been in the financial services industry for over 30 years and has built a reputation for providing personalized financial planning and investment management services to individuals and families. David currently works with Tittmann & Rusch, LLC, a firm he joined in 2001. Before that, David was a registered representative with LinSCO/Private Ledger Corp. and LinSCO Financial Group, Inc. David is a Certified Financial Planner and a Chartered Financial Consultant and holds Series 1, 63, 65, and 24 licenses. David has a strong understanding of financial markets and a commitment to helping clients achieve their financial goals.
SPECIALIZATIONS
GREENWICH, CT
48 Years Experience
0 Disclosures
ADVISOR BIO
David Wilson jr. is a financial advisor who has been in the industry since 1977. David is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Greenwich, Connecticut. David also has previous experience with a number of other firms, including Neuberger Berman BD LLC, ING BARING FURMAN SELZ LLC, and J.P. Morgan Securities Inc. David specializes in portfolio management for both individuals and businesses. David also provides pension consulting, educational seminars, and selection of other advisers to their clients.
SPECIALIZATIONS
Shelton, CT
10 Years Experience
0 Disclosures
ADVISOR BIO
David Lamont Gilbert is a financial professional with experience in the financial services industry. David Gilbert is currently registered with Prudential Annuities Distributors, Inc. in Shelton, Connecticut. David Lamont Gilbert has been in the financial services industry since May 7, 2015. David Gilbert holds the Series 6, Series 63, and SIE licenses. David Lamont Gilbert is registered with the following states: Arizona, California, District of Columbia, Florida, Hawaii, Montana, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Dakota, Texas, Utah, Vermont, Washington, and Wyoming.
SPECIALIZATIONS
No specializations listed.
WESTPORT, CT
0 Disclosures
ADVISOR BIO
David Heiss is a financial advisor registered with Alpine Hill Advisors LLC. David has over 30 years of experience in the financial services industry. David is a registered Investment Advisor Representative in Connecticut and has passed the Series 7, 24, 55, 63, and 66 exams. David specializes in providing financial planning and portfolio management services to high-net-worth individuals and other individuals.
SPECIALIZATIONS
STAFFORD SPRINGS, CT
20 Years Experience
0 Disclosures
ADVISOR BIO
David Neal is a financial advisor with over 17 years of experience in the financial services industry. David is currently registered with Integrated Wealth Concepts LLC, an independent investment advisor firm. David provides investment advisory services and financial planning through Integrated Wealth Concepts LLC and also through LPL Financial. David has a broad range of experience, having worked previously with firms such as Morgan Stanley, Merrill Lynch, and Coburn & Meredith, Inc.
SPECIALIZATIONS
HARTFORD, CT
10 Years Experience
0 Disclosures
ADVISOR BIO
David Charles Doherty is a financial professional with over 8 years of experience in the industry. David is currently registered with Lincoln Financial Distributors, Inc. and holds a Series 6, Series 63 and SIE license. David is registered in Connecticut.
SPECIALIZATIONS
No specializations listed.
Old Greenwich, CT
0 Disclosures
ADVISOR BIO
David Alfano is a financial advisor with Archer Investment Corp. David has been in the financial industry for over 20 years. David is licensed to provide investment advice in Connecticut. David is a registered investment advisor with Series 65 and Series 66 licenses. David also has a Series 7 license, which allows him to trade securities for clients. David is committed to providing his clients with the highest level of personalized service. David has worked at Ameriprise Financial Services, Inc, Securities America, Inc, and 1st Global Capital Corp. David specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies.
SPECIALIZATIONS
