Robin Puah (CRD# 6761569) is an Investment Advisor Representative working at Veta Investment Partners, LLC in Lawrence, KS and has over 3 years of experience in the finance industry.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 2447178
Lpl Financial LLC
CRD# 4149143
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Veta Investment Partners, LLC | Topeka, KS | Oct 2020 - Current | 3 |
| Veta Investment Partners, LLC | Topeka, KS | Nov 2019 - Oct 2020 | < 1 |
| Self-employed | Singapore, | Jul 2017 - Oct 2019 | 2 |
| Security Benefit | Topeka, KS | Feb 2017 - Jun 2017 | < 1 |
| Samba Financial Group | Riyadh, | Dec 2008 - Feb 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- KS
-
Total Assets Under Management3,150MILLIONS
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Total Number of Accounts6ACCOUNTS
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Average Account Value$524,970,622
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
KS
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