Stephen MusserCRD Number: 5969044
Current Firm: Investment Advisors
Stephen Musser (CRD# 5969044) is an Investment Advisor Representative working at Investment Advisors in Willow Street, PA and has over 6 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Proequities, Inc.||Willow Street, PA||Aug 2011 - Current||6|
|Musser & Associates||Willow Street, PA||Oct 2009 - Current||8|
|Smoker & Company||Leola, PA||Aug 1997 - Oct 2009||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management1,998MILLIONS
Total Number of Accounts14,898ACCOUNTS
Average Account Value$134,117
- 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)
- Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV