Benn Smith (CRD# 4693551) is an Investment Advisor Representative working at Cuso Financial Services in Allentown, PA and has over 20 years of experience in the finance industry.
CRD# 6161273
Edward Jones
CRD# 1287344
Cadaret Grant & Co Inc.
CRD# 1388677
Voya Financial Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cuso Financial Services, LP | San Diego, CA | Jan 2018 - Current | 6 |
Diamond Credit Union | Pottstown, PA | Jun 2015 - Dec 2017 | 2 |
Lpl Financial LLC | Pottstown, PA | Jun 2015 - Dec 2017 | 2 |
Pfg Advisors | Pottstown, PA | Jun 2015 - Sep 2017 | 2 |
Cetera Investment Services LLC | St.cloud, MN | Mar 2014 - Jun 2015 | 1 |
Cetera Investment Advisers LLC | Bethlehem, PA | Mar 2014 - Jun 2015 | 1 |
Essa Bank & Trust | Bethlehem, PA | Mar 2014 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
- PA
- TX
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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