Fitzhugh McMurryCRD Number: 7043289
Current Firm: Cuso Financial Services, LP
Fitzhugh McMurry (CRD# 7043289) is an Investment Advisor Representative working at Cuso Financial Services, LP in Mooresville, NC and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
|Cuso Financial Services, LP||San Diego, CA||Aug 2019 - Current||3|
|Piedmont Advantage Credit Union||Mooresville, NC||Aug 2019 - Current||3|
|Unemployed||Lawndale, NC||Mar 2019 - Aug 2019||< 1|
|Bank Of America N.a||Portland, ME||Jan 2019 - Mar 2019||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Portland, ME||Nov 2018 - Mar 2019||< 1|
|Unemployed||Steep Falls/limington, ME||Jul 2018 - Nov 2018||< 1|
|Branch Banking And Trust Company||Charlotte, NC||Feb 2012 - Jul 2018||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts24,999ACCOUNTS
Average Account Value$175,389
- 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
- Pension consulting services
- 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
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