James SimpsonCRD Number: 3159520
Current Firm: Cuso Financial Services, LP
James Simpson (CRD# 3159520) is an Investment Advisor Representative working at Cuso Financial Services, LP in North Las Vegas, NV and has over 19 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
The Investment Counsel Company
Hornor, Townsend & Kent, Inc.
|Cuso Financial Services, LP||San Diego, CA||Mar 2009 - Current||8|
|Intouch Credit Union||Plano, TX||Dec 2008 - Current||9|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Flower Mound, TX||Aug 2007 - Nov 2008||1|
|Swbc Investment Services LLC||San Antonio, TX||Jan 2007 - Aug 2007||< 1|
|Financial Network Investment Corp.||San Antonio, TX||Jul 2000 - Dec 2006||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Mar 2003|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- 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
- Selection of other advisers (including private fund managers)
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