Robert CribbsCRD Number: 5052355
Current Firm: Cuso Financial Services, LP
Robert Cribbs (CRD# 5052355) is an Investment Advisor Representative working at Cuso Financial Services, LP in Boulder, CO and has over 15 years of experience in the finance industry.
Meridian Wealth Management LLC
Ibex Investors LLC
|Cuso Financial Services, LP||San Diego, CA||Sep 2007 - Current||14|
|Elevations Federal Credit Union||Boulder, CO||Sep 2007 - Apr 2018||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2006|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management3,508MILLIONS
Total Number of Accounts19,255ACCOUNTS
Average Account Value$182,173
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY
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