Martin GabelCRD Number: 3107427
Current Firm: Cuso Financial Services, LP
Martin Gabel (CRD# 3107427) is an Investment Advisor Representative working at Cuso Financial Services, LP in Cary, NC and has over 19 years of experience in the finance industry. Martin Gabel 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.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Cuso Financial Services, LP||San Diego, CA||Dec 2011 - Current||6|
|Coastal Federal Credit Union||Raleigh, NC||Jul 2007 - Current||10|
|Cuna Brokerage Services, Inc.||Waverly, IA||Jul 2007 - Nov 2011||4|
|Suntrust Investment Services, Inc.||Atlanta, GA||Apr 2006 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||May 1999|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV