Robert Vettorel (CRD# 2768496) is an Investment Advisor Representative working at Cwm, LLC in Washington, PA and has over 27 years of experience in the finance industry.
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 6747556
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks | El Segundo, CA | Apr 2019 - Current | 5 |
| Vetterol Asset Management, LLC | Washington, PA | Apr 2019 - Current | 5 |
| Washington Financial Dba Wealth Management Services | Washington, PA | Jan 2019 - Current | 5 |
| Cwm, Llc Dba Carson Group Partners | Omaha, NE | Sep 2018 - Current | 5 |
| Lpl Financial, LLC | Washington, PA | Feb 2012 - Apr 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
- PA
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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