Richard Keller, financial advisor Waynesboro PA
93 score

Richard Keller

CRD Number: 5288760
Current Firm: Cuso Financial Services, LP

Richard Keller (CRD# 5288760) is an Investment Advisor Representative working at Cuso Financial Services, LP in Waynesboro, PA and has over 9 years of experience in the finance industry.

Similar Advisors
Shabri Moore, financial advisor Waynesboro PA
Shabri G. Moore
CRD# 2894381
Commonwealth Financial Network
Score
103
Similar Advisors
Barry Bass, financial advisor Waynesboro PA
Barry S. Bass
CRD# 4503355
Raymond James Financial Services Advisors, Inc.
Score
96
Similar Advisors
Jeffrey Bowers, financial advisor Waynesboro PA
Jeffrey A. Bowers
CRD# 2747053
Bowers Advisory Group, LLC
Score
96
Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Jan 2011 - Current 5
Edward Jones St Louis, MO Feb 2007 - Dec 2010 3
Younger Toyota Hagerstown, MD Jul 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Richard A. Keller
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.