Frank Kissel, financial advisor Durham NC
96 score

Frank Kissel

CRD Number: 5385294
Current Firm: Cuso Financial Services, LP

Frank Kissel (CRD# 5385294) is an Investment Advisor Representative working at Cuso Financial Services, LP in Durham, NC and has over 9 years of experience in the finance industry. Frank Kissel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cuso Finanical Services San Diego, CA Dec 2014 - Current 2
Coastal Federal Credit Union Durham, NC Dec 2014 - Current 2
Metlife Securities Inc. Raleigh, NC Oct 2009 - Dec 2014 5
Axa Advisors, LLC New York, NY Jul 2007 - Oct 2009 2
Unemployed Chapel Hill, NC Feb 2007 - Jun 2007 < 1
Callaway Partners, LLC Atlanta, GA May 2004 - Jan 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Frank N. Kissel
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • NC
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
96
Clean Record
This advisor has a clean track record with regulators.

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