Benn Smith (CRD# 4693551) is an Investment Advisor Representative working at Cuso Financial Services in Allentown, PA and has over 20 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Jan 2018 - Current | 6 |
| Diamond Credit Union | Pottstown, PA | Jun 2015 - Dec 2017 | 2 |
| Lpl Financial LLC | Pottstown, PA | Jun 2015 - Dec 2017 | 2 |
| Pfg Advisors | Pottstown, PA | Jun 2015 - Sep 2017 | 2 |
| Cetera Investment Services LLC | St.cloud, MN | Mar 2014 - Jun 2015 | 1 |
| Cetera Investment Advisers LLC | Bethlehem, PA | Mar 2014 - Jun 2015 | 1 |
| Essa Bank & Trust | Bethlehem, PA | Mar 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
- PA
- TX
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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
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, VI, VT, WA, WI, WV, WY
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