Fitzhugh McMurry (CRD# 7043289) is an Investment Advisor Representative working at Cuso Financial Services, LP in Mooresville, NC and has over 5 years of experience in the finance industry.
CRD# 6266643
Primerica Advisors
CRD# 6582147
Edward Jones
CRD# 1876666
Lion Street Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cuso Financial Services, LP | San Diego, CA | Aug 2019 - Current | 5 |
Piedmont Advantage Credit Union | Mooresville, NC | Aug 2019 - Current | 5 |
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 |
- NC
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
-
Average Account Value$172,978
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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