Terrance Arges, financial advisor Carlsbad CA
81 score

Terrance Arges

CRD Number: 5494713
Current Firm: Cuso Financial Services, LP

Terrance Arges (CRD# 5494713) is an Investment Advisor Representative working at Cuso Financial Services, LP in Carlsbad, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Apr 2016 - Current < 1
Lpl Financial San Diego, CA Mar 2013 - Mar 2016 3
San Diego County Credit Union San Diego, CA Feb 2013 - Mar 2016 3
Bank Of America, N.a. Scottsdale, AZ Dec 2011 - Feb 2013 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale, AZ Sep 2011 - Feb 2013 1
T W Arges Resale Fountain Hills, AZ Apr 2010 - Nov 2012 2
The Vanguard Group, Inc. Scottsdale, AZ Jul 2011 - Sep 2011 < 1
Charles Schwab & Co, Inc. Phoenix, AZ Feb 2010 - Jul 2011 1
Pnc Bank Perryopolis, PA Nov 2009 - Jan 2010 < 1
Charles Schwab &amp; Co, Inc. Phoenix, AZ Feb 2008 - Nov 2009 1
Nia Fountain Hills, AZ Aug 2007 - Feb 2008 < 1
Nase Scottsdale, AZ Aug 2006 - Aug 2007 1
Home Depot Scottsdale, AZ Apr 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S66 NASAA Uniform Combined State Law Examination Oct 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Terrance W. Arges
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • CA
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
81

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