John Lunney (CRD# 6259272) is an Investment Advisor Representative working at Cuso Financial Services in Orange Park, FL and has over 10 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Sep 2021 - Current | 2 |
| Community First Credit Union Of Florida | Orange Park, FL | Sep 2021 - Current | 2 |
| Bbva Wealth Solutions Inc. | Jacksonville, FL | Oct 2020 - Sep 2021 | < 1 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Feb 2016 - Sep 2021 | 5 |
| Bbva Securities Inc. | Jacksonville, FL | Jan 2016 - Sep 2021 | 5 |
| Compass Bank | Birmingham, AL | Jan 2016 - Sep 2021 | 5 |
| Fifth Third Securities | Jacksonville, FL | Apr 2015 - Jan 2016 | < 1 |
| Fifth Third Bank | Jacksonville Beach, FL | Apr 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- FL
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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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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