Robert Moser (CRD# 2724718) is an Investment Advisor Representative working at Huntington Financial Advisors in Grafton, OH and has over 28 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington Investment Company | Columbus, OH | Oct 2021 - Current | 2 |
| Cetera Investment Services LLC | St.cloud, MN | Jul 2020 - Current | 3 |
| Cetera Investment Advisers LLC | Ravenna, OH | Jul 2020 - Current | 3 |
| Tcf National Bank | Ravenna, OH | Jul 2020 - Current | 3 |
| Equitable Advisors, LLC | New York, NY | Jun 2018 - Jul 2020 | 2 |
| Axa Advisors, LLC | New York, NY | Jun 2018 - Jun 2020 | 2 |
| Unemployed | Uniontown, OH | Jan 2017 - Jun 2018 | 1 |
| Edward Jones | St. Louis, MO | Feb 2015 - Jan 2017 | 1 |
| Scottrade, Inc. | Akron, OH | Jan 1997 - Feb 2015 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- OH
- TX
-
Total Assets Under Management5,197MILLIONS
-
Total Number of Accounts32,956ACCOUNTS
-
Average Account Value$157,688
- A percentage of assets under your management
- 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, 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
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.