Robert Schup (CRD# 2601876) is an Investment Advisor Representative working at Lincoln Investment in Ashburn, VA and has over 12 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lincoln Investment | Fort Washington, PA | Dec 2023 - Current | < 1 |
Capital Analysts | Fort Washington, PA | Dec 2023 - Current | < 1 |
Securities America, Inc. | Norfolk, VA | Nov 2020 - Current | 3 |
Securities America Advisors, Inc. | Virginia Beach, VA | Nov 2020 - Current | 3 |
Opus Wealth Strategies | Norfolk, VA | Mar 2018 - Current | 6 |
Ohio National Financial Services | Cincinnati, OH | Feb 2018 - Current | 6 |
Kms Financial Services, Inc. | Seattle, WA | Apr 2019 - Nov 2020 | 1 |
The O.n. Equity Sales Company | Cincinnati, OH | Apr 2018 - Apr 2019 | 1 |
Mid-atlantic Retirement Solutions | Va. Beach, VA | Nov 2017 - Mar 2018 | < 1 |
Eastern Virginia Bankshares | Newport News, VA | Mar 2017 - Oct 2017 | < 1 |
Cuso Financial Services, LP | San Diego, CA | May 2015 - Mar 2017 | 1 |
Abnb Federal Credit Union | Virginia Beach, VA | May 2015 - Mar 2017 | 1 |
Sagepoint Financial, Inc. | Phoenix, AZ | Aug 2014 - May 2015 | < 1 |
Mml Investors Services | Virginia Beach, VA | Mar 2012 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
-
Total Assets Under Management17,218MILLIONS
-
Total Number of Accounts203,427ACCOUNTS
-
Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.