Rafael Balderrabano, financial advisor Houston TX
93 score

Rafael Balderrabano

CRD Number: 5411122
Current Firm: Cuso Financial Services, LP

Rafael Balderrabano (CRD# 5411122) is an Investment Advisor Representative working at Cuso Financial Services, LP in Houston, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
First Service Credit Union Houston, TX Aug 2014 - Current 2
Cuso Financial Services, LP San Diego, CA Aug 2014 - Current 2
Bbva Securities Inc. Pearland, TX May 2013 - Aug 2014 1
Compass Bank Pearland, TX Nov 2012 - Aug 2014 1
Bbva Compass Investment Solutions, Inc. Pearland, TX Dec 2012 - May 2013 < 1
Wells Fargo Advisors LLC Houston, TX May 2009 - Nov 2012 3
Wachovia Securities, LLC Addison, TX Oct 2007 - May 2009 1
Wachovia Bank, N.a. Addison, TX Aug 2007 - May 2009 1
Overland Tire Chula Vista, CA Jul 1996 - Aug 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Rafael Balderrabano
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • TX
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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