Robert CummingsCRD Number: 7238569
Current Firm: Lee-way Financial Services, Inc.
Robert Cummings (CRD# 7238569) is an Investment Advisor Representative working at Lee-way Financial Services, Inc. in Hattiesburg, MS and has over 3 years of experience in the finance industry.
Cetera Investment Advisers LLC
Icom Advisors, LLC
Simplified Wealth Management
|Lee-way Financial||Hattiesburg, MS||Mar 2020 - Current||3|
|Cummings Cpa, Pllc||Hattiesburg, MS||Jan 2005 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management61MILLIONS
Total Number of Accounts95ACCOUNTS
Average Account Value$640,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
LA, MS, TX
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