Gabriel Brogden (CRD# 4328092) is an Investment Advisor Representative working at Cuso Financial Services in Charleston, SC and has over 23 years of experience in the finance industry. Gabriel Brogden 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# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Jun 2015 - Current | 8 |
| South Carolina Federal Credit Union | Charleston, SC | Jun 2015 - Current | 8 |
| Bb&t Bank | Greenville, SC | Dec 2012 - Jun 2015 | 2 |
| Bb&t Investments | Charlotte, NC | Jun 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | May 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2009 |
- SC
- TX
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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