Daniel RobertsonCRD Number: 1279241
Current Firm: Cuna Brokerage Services, Inc.
Daniel Robertson (CRD# 1279241) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Savannah, GA and has over 32 years of experience in the finance industry.
Synovus Securities, Inc.
Minis & Company
|Cuna Brokerage Services, Inc.||Waverly, IA||Aug 1999 - Current||17|
|Cuna Mutual Group||Waverly, IA||Aug 1999 - Apr 2013||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
|S65||NASAA Investment Advisors Law Examination||Sep 2000|
- Regulatory Event
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)