Andrew Miller, financial advisor Albuquerque NM
90 score

Andrew Miller

CRD Number: 6096880
Current Firm: Cuso Financial Services, LP

Andrew Miller (CRD# 6096880) is an Investment Advisor Representative working at Cuso Financial Services, LP in Albuquerque, NM and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Nusenda Federal Credit Union Albuquerque, NM Feb 2015 - Current 1
Cuso Financial Services, LP San Diego, CA Feb 2014 - Current 2
New Mexico Educators Federal Credit Union Albuquerque, NM Feb 2014 - Feb 2015 1
Thrivent Financial For Lutherans Appleton, WI Jan 2013 - Feb 2014 1
Thrivent Investment Management Inc. Peoria, AZ Aug 2012 - Feb 2014 1
Thrivent Financial For Lutherans Appleton, WI Nov 2012 - Jan 2013 < 1
Pizza Hut Inc. Tolleson, AZ Jul 2012 - Oct 2012 < 1
Dod Us Navy Selected Reserves Phoenix, AZ May 2012 - Aug 2012 < 1
Dod Us Navy San Diego, CA May 2001 - Apr 2012 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Andrew J. Miller
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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