Collin Kee, financial advisor Marietta GA
83 score

Collin Kee

CRD Number: 4444056
Current Firm: Cuso Financial Services, LP

Collin Kee (CRD# 4444056) is an Investment Advisor Representative working at Cuso Financial Services, LP in Marietta, GA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Jan 2011 - Current 5
Cuna Mutual Insurance Society Waverly, IA Sep 2008 - Jan 2011 2
Cuna Brokerage Services Waverly, IA Sep 2008 - Jan 2011 2
Valic Financial Advisors/aig Retirement Advisors, Inc. Atlanta, GA Oct 2006 - Sep 2008 1
1717 Capital Management Newark, DE Aug 2005 - Oct 2006 1
Nationwide Life Insurance Co Atlanta, GA Jun 2005 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Collin Kee
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • GA
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
83

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