Cubed Systems (CRD# 174967) is a financial advisory firm headquartered in , . They manage $16,000,000 in 40 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$400,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Robert Baffa (CRD# 2367531) is an Investment Advisor Representative working at Cubed Systems in Las Vegas, NV and has over 24 years of experience in the finance industry. Robert Baffa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.