Matthew Harris, financial advisor Colorado Springs CO
90 score

Matthew Harris

CRD Number: 6273357
Current Firm: Cuso Financial Services, LP

Matthew Harris (CRD# 6273357) is an Investment Advisor Representative working at Cuso Financial Services, LP in Colorado Springs, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ent Credit Union Colorado Springs, CO Feb 2017 - Current 1
Cuso Financial Services, LP San Diego, CA Feb 2017 - Current 1
Unemployed Monument, CO Aug 2016 - Mar 2017 < 1
Usaa Financial Advisors Inc. Colorado Springs, CO Nov 2013 - Aug 2016 2
Usaa Financial Planning Services Colorado Springs, CO Nov 2013 - Aug 2016 2
Unemployed Colorado Springs, CO Jul 2013 - Nov 2013 < 1
Grand Bohemian Hotel Orlando, FL Nov 2011 - Jul 2013 1
Citrus Club (clubcorb) Orlando, FL Nov 2012 - May 2013 < 1
Florida Ecosafaris At Forever Florida St. Cloud, FL Apr 2011 - Feb 2012 < 1
Universal Studios Orlando, FL Jul 2011 - Nov 2011 < 1
Psi Marketing Casselberry, FL Jan 2011 - Mar 2011 < 1
Owen/vanhoosen Hall East Lansing, MI Oct 2010 - Dec 2010 < 1
Student Barksdale Afb, LA May 2010 - Oct 2010 < 1
Owen/vanhoosen Hall East Lansing, MI Feb 2010 - May 2010 < 1
Student East Lansing, MI Aug 2009 - Feb 2010 < 1
Under Armour Destin, FL Apr 2009 - Aug 2009 < 1
Backyard Burgers Destin, FL Apr 2009 - Aug 2009 < 1
Case/wonders Hall East Lansing, MI Sep 2008 - Aug 2009 < 1
Under Armour Destin, FL Apr 2008 - Aug 2008 < 1
Backyard Burgers Destin, FL Apr 2008 - Aug 2008 < 1
Student East Lansing, MI May 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Matthew E. Harris
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
90
Clean Record
This advisor has a clean track record with regulators.

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