Robert Duffy, financial advisor New Martinsville WV
90 score

Robert Duffy

CRD Number: 5480395
Current Firm: Cuna Brokerage Services, Inc.

Robert Duffy (CRD# 5480395) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in New Martinsville, WV and has over 3 years of experience in the finance industry.

Similar Advisors
Nikki Lude, financial advisor New Martinsville WV
Nikki V. Lude
CRD# 4780553
Lpl Financial LLC
Score
96
Similar Advisors
Thomas Pie, financial advisor New Martinsville WV
Thomas M. Pie
CRD# 4845794
Security Capital Management
Score
93
Similar Advisors
Edward Abraham, financial advisor New Martinsville WV
Edward M. Abraham
CRD# 4542422
Fsc Securities Corporation
Score
93
Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Dec 2016 - Current 1
Cuna Brokerage Services, Inc. Waverly, IA Dec 2016 - Current 1
Oneamerica Securities Woodsfield, OH Jun 2011 - Dec 2016 5
American United Life Woodsfield, OH May 2011 - Dec 2016 5
Citizens National Bank Of Woodsfield Ohio Woodsfield, OH Apr 2000 - May 2011 11
Infinex Investments, Inc. Meriden, CT Jan 2008 - Dec 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Robert L. Duffy
Phone Number: 319-352-4090
Registered State(s):
  • OH
  • WV
By the Numbers
  • Total Assets Under Management
    1,868
    MILLIONS
  • Total Number of Accounts
    11,341
    ACCOUNTS
  • Average Account Value
    $164,749
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.