Robert Elwell (CRD# 6928290) is an Investment Advisor Representative working at Cuso Financial Services in Limerick, PA and has over 5 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Nov 2020 - Current | 3 |
| Citadel Federal Credit Union | Limerick, PA | Nov 2020 - Current | 3 |
| Citizens Securities, Inc. | Abington, PA | Sep 2018 - Nov 2020 | 2 |
| Axa Advisors, LLC | New York, NY | Apr 2018 - Aug 2018 | < 1 |
| Psu | State College, PA | Aug 2014 - May 2018 | 3 |
| Cc Peppers | State College, PA | Oct 2017 - Apr 2018 | < 1 |
| The Dining Car | Philadelphia, PA | May 2016 - Mar 2018 | 1 |
| The Deli | State College, PA | Apr 2017 - Oct 2017 | < 1 |
| Target | State College, PA | Sep 2016 - Feb 2017 | < 1 |
| Giant | State College, PA | Sep 2015 - May 2016 | < 1 |
| Buffalo Wild Wings | Philadelphia, PA | Apr 2014 - Aug 2014 | < 1 |
| Conroy Catering | Philadelphia, PA | Aug 2012 - Jun 2014 | 1 |
| Father Judge High School | Philadelphia, PA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- PA
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- 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
- 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
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