Colin Babb, financial advisor La Habra CA
98 score

Colin Babb

CRD Number: 5380153
Current Firm: Cuso Financial Services, LP

Colin Babb (CRD# 5380153) is an Investment Advisor Representative working at Cuso Financial Services, LP in La Habra, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Oct 2009 - Current 7
Metlife Securities Inc. Irvine, CA Mar 2009 - Oct 2009 < 1
Unemployed Huntington Beach, CA Jan 2009 - Mar 2009 < 1
Merrill Lynch Seal Beach, CA Jul 2007 - Dec 2008 1
Navcom Technology Torrance, CA Jun 2004 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Colin T. Babb
Phone Number:
Firm Website: https://cusonet.com
Registered State(s):
  • CA
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
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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