Adam AllsopCRD Number: 6181477
Current Firm: Cuso Financial Services, LP
Adam Allsop (CRD# 6181477) is an Investment Advisor Representative working at Cuso Financial Services, LP in Englewood, CO and has over 3 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Cuso Financial Services, LP||San Diego, CA||Apr 2013 - Current||4|
|Gateway Services Group, LLC||Englewood, CO||Apr 2013 - Current||4|
|Bellco Credit Union||Englewood, CO||Aug 2010 - Apr 2013||2|
|World Beverage||Loveland, CO||Sep 2009 - Aug 2010||< 1|
|Citifinancial||Loveland, CO||Apr 2010 - Jul 2010||< 1|
|Wells Fargo||Loveland, CO||May 2004 - Apr 2010||5|
|Colorado State University||Fort Collins, CO||Sep 2005 - May 2009||3|
|Hibachi Asian Grill||Fort Collins, CO||May 2008 - Mar 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- 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, 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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