Rafael BalderrabanoCRD 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 10 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|First Service Credit Union||Houston, TX||Aug 2014 - Current||3|
|Cuso Financial Services, LP||San Diego, CA||Aug 2014 - Current||3|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
Total Assets Under Management1,808MILLIONS
Total Number of Accounts9,438ACCOUNTS
Average Account Value$191,594
- 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, 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.