Laraine Dickerson, financial advisor Centennial CO
93 score

Laraine Dickerson

CRD Number: 6137661
Current Firm: Cuso Financial Services, LP

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.

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Professional Designations
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
Contact Info for Laraine R. Dickerson
Phone Number: 858-530-4400
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,808
    MILLIONS
  • Total Number of Accounts
    9,438
    ACCOUNTS
  • Average Account Value
    $191,594
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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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