Catherine BryantCRD Number: 2189806
Current Firm: Cuso Financial Services, LP
Catherine Bryant (CRD# 2189806) is an Investment Advisor Representative working at Cuso Financial Services, LP in Durham, NC and has over 13 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Cuso Financial Services, LP||San Diego, CA||Sep 2016 - Current||6|
|Coastal Federal Credit Union||Durham, NC||Sep 2016 - Current||6|
|Pnc Investments||Pittsburgh, PA||May 2013 - Aug 2016||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2009|
|S65||NASAA Investment Advisors Law Examination||Sep 2009|
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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