Robert Dussi, financial advisor Mesa AZ
86 score

Robert Dussi

CRD Number: 2988100
Current Firm: Cornerstone Wealth Management, LLC

Robert Dussi (CRD# 2988100) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Mesa, AZ and has over 18 years of experience in the finance industry. Robert Dussi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Mesa, AZ Oct 2014 - Current 2
Cornerstone Wealth Management, LLC Mesa, AZ Oct 2014 - Current 2
Edward Jones St Louis, MO Jan 2004 - Oct 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert J. Dussi
Phone Number: 636-397-6200
Firm Website: http://www.rpzeigler.com
Registered State(s):
  • AZ
  • MO
  • CA
By the Numbers
  • Total Assets Under Management
    876
    MILLIONS
  • Total Number of Accounts
    5,625
    ACCOUNTS
  • Average Account Value
    $155,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
86

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