Jacob Cuthbert (CRD# 4926656) is an Investment Advisor Representative working at Lpl Financial LLC in Canonsburg, PA and has over 18 years of experience in the finance industry. Jacob Cuthbert 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.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Canonsburg, PA | Jul 2021 - Current | 2 |
| Fpa Of Pittsburgh | Pittsburgh, PA | Jan 2019 - Jul 2021 | 2 |
| Educo Advisor Group, LLC | Canonsburg, PA | Aug 2018 - Jul 2021 | 2 |
| Junior Achievement | Pittsburgh, PA | Jan 2017 - Jul 2021 | 4 |
| Various Insurance Carriers For W & R Insurance Agencies | Washington, PA | Apr 2009 - Jul 2021 | 12 |
| Waddell & Reed, Inc. | Canonsburg, PA | Apr 2009 - Jul 2021 | 12 |
| Cal Cuthbert Pools | Belle Vernon, PA | Mar 1998 - Feb 2021 | 22 |
| Arms Insurance | Bethel Park, PA | Mar 2010 - Jul 2020 | 10 |
| Greater Rostraver Chamber Of Commerce | Belle Vernon, PA | May 2014 - Jun 2020 | 6 |
| Leadership Washington County | Charleroi, PA | Feb 2015 - Dec 2017 | 2 |
| Community Action Southwest | Washington, PA | Oct 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- PA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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