
Laraine Dickerson (CRD# 6137661) is an Investment Advisor Representative working at Cuso Financial Services, LP in Centennial, CO and has over 4 years of experience in the finance industry. Laraine Dickerson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2810252
Ewealth Consulting, LLC
Score
104
CRD# 3068955
Anthony Capital, LLC
Score
103
CRD# 5176131
Fit Financial Consulting LLC
Score
103
Company Name | Location | Dates | Years |
---|---|---|---|
Cuso Financial Services, LP | San Diego, CA | Nov 2012 - Current | 5 |
Gateway Services Group | Centennial, CO | Nov 2012 - Current | 5 |
T. Charles Wilson Insurance Service | Aurora, CO | Jun 2011 - Oct 2012 | 1 |
Remedy Intelligent Staffing | Aurora, CO | Apr 2011 - Jun 2011 | < 1 |
Gudka Financial Services / Allstate Insurance | Aurora, CO | Aug 2009 - Apr 2011 | 1 |
Volt Workforce Solutions | Denver, CO | Jan 2009 - Aug 2009 | < 1 |
Work For Progress / Progressive Future | Denver, CO | Jul 2008 - Dec 2008 | < 1 |
Moody Insurance Agency | Denver, CO | Feb 2006 - Jul 2008 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- CO
-
Total Assets Under Management1,808MILLIONS
-
Total Number of Accounts9,438ACCOUNTS
-
Average Account Value$191,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.