Steven Harrell, financial advisor Fairborn OH
93 score

Steven Harrell

CRD Number: 1895740
Current Firm: Cuso Financial Services, LP

Steven Harrell (CRD# 1895740) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fairborn, OH and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Wright-patt Credit Union Fairborn, OH Jul 2006 - Current 10
Cuso Financial Services, LP San Diego, CA Jul 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Steven J. Harrell
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • OH
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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