Jeffrey CashmoreCRD Number: 1928725
Current Firm: Members Advisory Group, LLC
Jeffrey Cashmore (CRD# 1928725) is an Investment Advisor Representative working at Members Advisory Group, LLC in Williamsville, NY and has over 28 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Members Advisory Group, LLC||Williamsville, NY||Apr 2009 - Current||8|
|Linsco/private Ledger Corp.||Williamsville, NY||Nov 1994 - Oct 2012||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1989|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Regulatory Event
Total Assets Under Management208MILLIONS
Total Number of Accounts964ACCOUNTS
Average Account Value$215,855
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, NY, TX