Douglas RathboneCRD Number: 3176205
Current Firm: Cuso Financial Services, LP
Douglas Rathbone (CRD# 3176205) is an Investment Advisor Representative working at Cuso Financial Services, LP in Gahanna, OH and has over 12 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Cuso Financial Services, LP||San Diego, CA||Apr 2013 - Current||4|
|John Pickarski & Associates||Springfield, OH||Nov 2012 - Apr 2013||< 1|
|Sammons Securities Company, LLC||Ann Arbor, MI||Dec 2011 - Nov 2012||< 1|
|Metlife Securities Inc.||Powell, OH||Dec 2009 - Dec 2011||2|
|Unemployed||Columbus, OH||Oct 2009 - Dec 2009||< 1|
|Key Investment Services LLC||Canton, OH||May 2009 - Sep 2009||< 1|
|Key Bank||Worthington, OH||Dec 2005 - Sep 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2004|
|S65||NASAA Investment Advisors Law Examination||Jul 2004|
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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