Cfs Cubic Financial Services, Inc.
Cfs Cubic Financial Services, Inc. (CRD# 126238) is a financial advisory firm headquartered in Athens, GA. They manage $145,761,911 in 162 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Cfs Cubic Financial Services, Inc.
By the Numbers
-
Total Assets Under Management146MILLION
-
Total Number of Accounts162ACCOUNTS
-
Average Account Value$899,765
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, NC, TX
Financial Advisors at Cfs Cubic Financial Services, Inc.
1
John Cubic (CRD# 3161450) is an Investment Advisor Representative working at Cfs Cubic Financial Services, Inc. in White Plains, GA and has over 25 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.