Robert “Rusty” Tweed, the President of Tweed Financial Services, has been involved in wealth management and financial advisory since founding Tweed Financial in 1993. At Tweed Financial, he has helped his clients with tax strategies, real estate, estate planning, insurance, and investments including stocks, bonds, annuities, and energy-related programs. His most recent achievement is becoming the top-producing representative at Cabot Lodge Securities in Manhattan, NY, contributing to his decades-long track record of success.
From 1999-2005, he was registered with National Planning Corporation, where he was the second-highest ranked representative.
From 2007-2010, Tweed was registered with CapWest Securities where he was the number-one performing representative for the duration of his registration.
In 2011, Rusty joined Concorde Investment Services, LLC, where he was also the number-one ranked representative.
Robert “Rusty” Tweed was also named Estate Planner of the Year by the National Association of Financial and Estate Planners (NAFEP) in 1999.
Tweed Financial Services is located in Southern California, where Tweed hosts monthly seminars and educational events on topics like financial planning and 1031 exchanges. Tweed Financial Services offers all its securities through Cabot Lodge Securities, LLC.
More information on Tweed Financial Services and their financial seminars can be found at their website. Tweed Financial Services offers first-time clients free consultations. Call 1-800-526-1599 to arrange a consultation.
Securities offered through Cabot Lodge Securities, LLC (CLS), Member FINRA/SIPC. Advisory Services offered through CL Wealth Management, LLC (CLWM), an SEC Registered Investment Advisor. Tweed Financial Services, Inc. is not controlled by or a subsidiary of Cabot Lodge Securities, LLC or CL Wealth Management, LLC.