Matthew HarrisCRD 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.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|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|
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
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