Kevin CuddieCRD Number: 2866841
Current Firm: S.b. Value Partners, LP
Kevin Cuddie (CRD# 2866841) is an Investment Advisor Representative working at S.b. Value Partners, LP in Denver, CO and has over 26 years of experience in the finance industry.
Buswell Associates, Inc.
Motley Fool Wealth Management, LLC
|Investment Professionals Inc.||San Antonio, TX||May 2013 - Jun 2017||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1997|
|S65||NASAA Investment Advisors Law Examination||Jun 2017|
Total Assets Under Management3,873MILLIONS
Total Number of Accounts114ACCOUNTS
Average Account Value$33,977,119
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, IN, LA, MT, OR, PA, TX
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