Tariq Johnson, financial advisor Corona CA
93 score

Tariq Johnson

CRD Number: 5475577
Current Firm: Cuso Financial Services, LP

Tariq Johnson (CRD# 5475577) is an Investment Advisor Representative working at Cuso Financial Services, LP in Corona, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Mar 2015 - Current 1
Pnc Investments LLC Philadelphia, PA Feb 2014 - Mar 2015 1
Live With Swag LLC Fredericksburg, VA Jun 2013 - Jan 2014 < 1
Robbins Research San Diego, CA Jun 2012 - Jun 2013 1
Pnc Investments Pittsburgh, PA May 2011 - May 2012 1
Pnc Investments LLC Chantilly, VA Apr 2010 - May 2011 1
Pnc Bank Na Woodbridge, VA Dec 2008 - Apr 2010 1
Circuit City Woodbridge, VA Oct 2008 - Nov 2008 < 1
Pfs Investments Inc. Herndon, VA Nov 2007 - Aug 2008 < 1
Primerica Financial Services Herndon, VA Oct 2007 - Aug 2008 < 1
Suntrust Bank Dumfries, VA Jun 2007 - Oct 2007 < 1
Pitkins Ace Home Center Dale City, VA Aug 2004 - Jul 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Tariq Johnson
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
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, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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