Fitzhugh McMurry, financial advisor Mooresville NC

Fitzhugh McMurry

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Fitzhugh L. McMurry
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    24,999
    ACCOUNTS
  • Average Account Value
    $175,389
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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