Alicia Knape, financial advisor League City TX
93 score

Alicia Knape

CRD Number: 5312194
Current Firm: Cuso Financial Services, LP

Alicia Knape (CRD# 5312194) is an Investment Advisor Representative working at Cuso Financial Services, LP in League City, TX 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 Jan 2012 - Current 4
Texas Bay Credit Union Houston, TX Jan 2012 - Current 4
Cuna Brokerage Services, Inc. Waverly, IA Mar 2005 - Jan 2012 6
Texas Bay Area Credit Union Pasadena, TX Mar 2005 - Dec 2011 6
San Jacinto College Pasadena, TX Sep 2004 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Alicia K. Knape
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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