Joyce Brooks, financial advisor Fairfax VA

Joyce Brooks

CRD Number: 5765717
Current Firm: Cuso Financial Services, LP

Joyce Brooks (CRD# 5765717) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fairfax, VA and has over 8 years of experience in the finance industry. Joyce Brooks 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
Apple Financial Services Fairfax, VA Aug 2013 - Current 10
Cuso Financial Services, LP San Diego, CA Aug 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2015
Contact Info for Joyce J. Brooks
Phone Number: 800-686-4724
Firm Website: https://cusonet.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    4,665
    MILLIONS
  • Total Number of Accounts
    26,968
    ACCOUNTS
  • Average Account Value
    $172,978
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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