Lillian Crusan (CRD# 3129149) is an Investment Advisor Representative working at Northeastern Star Asset Management, Inc. in Wormleysburg, PA and has over 25 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northeastern Star Asset Management, Inc. | Wormleysburg, PA | Apr 2016 - Current | 8 |
| Metlife Securities Inc. | Johnstown, PA | Apr 2015 - Mar 2016 | < 1 |
| Unemployed | Ligonier, PA | Nov 2014 - Mar 2015 | < 1 |
| Pwr Planners LLC | Greensburg, PA | Sep 2014 - Nov 2014 | < 1 |
| Trustmont Financial Group, Inc. | Greensburg, PA | Sep 2014 - Nov 2014 | < 1 |
| Trustmont Advisory Group, Inc. | Greensburg, PA | Sep 2014 - Nov 2014 | < 1 |
| Cetera Investment Advisers LLC | Johnstown, PA | Mar 2014 - Sep 2014 | < 1 |
| First National Bank Of Pa | Johnstown, PA | Mar 2014 - Sep 2014 | < 1 |
| Cetera Investment Services LLC | St.cloud, MN | Mar 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- PA
-
Total Assets Under Management208MILLIONS
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Total Number of Accounts788ACCOUNTS
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Average Account Value$263,485
- 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
DE, FL, MD, NC, PA, TX, VA
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