Robert McMahon (CRD# 6054668) is an Investment Advisor Representative working at Cuso Financial Services in Novi, MI and has over 11 years of experience in the finance industry. Robert McMahon 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.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Dfcu Financial | Novi, MI | Oct 2018 - Current | 5 |
Cuso Financial Services, LP | San Diego, CA | Oct 2018 - Current | 5 |
Global Financial Private Capital, LLC | Sarasota, FL | Nov 2017 - Oct 2018 | < 1 |
Kelly Capital Partners | Southfield, MI | Nov 2017 - Oct 2018 | < 1 |
Epi Advisors, LLC | Troy, MI | Sep 2017 - Sep 2017 | < 1 |
Epi Protection, LLC | Troy, MI | Sep 2017 - Sep 2017 | < 1 |
Senior Financial Center | Novi, MI | Aug 2017 - Sep 2017 | < 1 |
Retirement Wealth Advisors, Inc. | Novi, MI | Aug 2017 - Sep 2017 | < 1 |
Gradient Securities LLC | Arden Hills, MN | Mar 2016 - Aug 2017 | 1 |
Epi Advisors, LLC | Southfield, MI | Feb 2015 - Mar 2016 | 1 |
Protective Planning Group, LLC | Southfield, MI | Aug 2014 - Mar 2016 | 1 |
Estate Planning Institute | Southfield, MI | Aug 2014 - Mar 2016 | 1 |
Mcmahon Financial LLC | Oxford, MI | Feb 2014 - Feb 2015 | 1 |
Sagepoint Financial, Inc. | Southfield, MI | Jun 2014 - Jan 2015 | < 1 |
Aig | Troy, MI | May 2014 - Jan 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2012 |
S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- MI
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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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