Sara Crouch (CRD# 5263454) is an Investment Advisor Representative working at Cuso Financial Services in Cloverdale, CA and has over 17 years of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 6119346
Stifel, Nicolaus & Company, Incorporated
CRD# 5581941
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Jul 2018 - Current | 5 |
| Redwood Credit Union | Cloverdale, CA | Jul 2018 - Current | 5 |
| American Fidelity | Oklahoma City, OK | Aug 2006 - Jul 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2007 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- CA
- 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
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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