professional profile
Robert Anthony Cucchiaro, CFP
Overview
Robert Anthony Cucchiaro is an insurance agent, a registered representative and an investment adviser representative based in San Ramon, CA, with 23 years in the industry.
- Years in the industry
- 23
- States licensed
- 9
- States registered
- 18
- Carrier appointments
- 29
Contact
2 business emails and 2 phone numbers on file
Registrations and licenses
- Licensed in 9 states
- Registered in 18 states
3 lines of authority, with every state and its dates
Firms
- Mutual Securities, Inc.Current firm
- Summit Wealth and Retirement PartnersCurrent firm
Employment history since 2002
Carriers
29 active carrier appointments
Book and practice
Firm assets under management on file
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