Mark YanduraCRD Number: 3254509
Current Firm: Cuso Financial Services, LP
Mark Yandura (CRD# 3254509) is an Investment Advisor Representative working at Cuso Financial Services, LP in Columbus, OH and has over 23 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Lpl Financial LLC
|Wright-patt Credit Union||San Diego, CA||Apr 2021 - Current||2|
|Cuso Financial Services, LP||San Diego, CA||Apr 2021 - Current||2|
|Equitable Advisors, LLC||New York, NY||Dec 2019 - Apr 2021||1|
|Axa Advisors, LLC||New York, NY||Dec 2019 - Jun 2020||< 1|
|Unemployed||Delaware, OH||Jun 2017 - Dec 2019||2|
|Catalyst Capital Advisors LLC||Huntington, NY||Apr 2016 - Jun 2017||1|
|Alt Fund Distributors, LLC||Lemont, IL||Jan 2016 - Jun 2017||1|
|Unemployed||Delaware, OH||Nov 2015 - Dec 2015||< 1|
|Unified Financial Securities, Inc.||Columbus, OH||Mar 2015 - Oct 2015||< 1|
|Huntington Asset Advisors, Inc.||Columbus, OH||Mar 2015 - Apr 2015||< 1|
|The Huntington Investment Company||Columbus, OH||Feb 1999 - Mar 2015||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2000|
|S66||NASAA Uniform Combined State Law Examination||Jan 2005|
Total Assets Under Management4,083MILLIONS
Total Number of Accounts25,992ACCOUNTS
Average Account Value$157,079
- 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
- Pension consulting services
- 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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