Robert Auster (CRD# 4163051) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has over 23 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 |
|---|---|---|---|
| Cbiz Financial Solutions, Inc. | Cleveland, OH | Jan 2005 - Current | 19 |
| Cbiz Actuarial & Benefit Consultants | Walnut Creek, CA | Mar 1982 - Current | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- CA
- IN
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Total Assets Under Management41MILLIONS
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$1,285,304
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, IA, IL, IN, KS, MA, MD, MI, MN, MO, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WV
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