Tracy CudaCRD Number: 1033407
Current Firm: Cue Financial Group, Inc.
Tracy Cuda (CRD# 1033407) is an Investment Advisor Representative working at Cue Financial Group, Inc. in Phoenix, AZ and has over 30 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Notre Dame Preparatory||Scottsdale, AZ||Dec 2014 - Current||3|
|Cue Financial Group, Inc.- Insurance Sales||Phoenix, AZ||Jan 2012 - Current||6|
|Cue Financial Group, Inc.- Ria||Phoenix, AZ||Dec 2009 - Current||8|
|Foothill Securities, Inc.||Phoenix, AZ||Aug 2009 - Current||8|
|Cue Financial Group, Inc.||Phoenix, AZ||Feb 1989 - Aug 2009||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1987|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management383MILLIONS
Total Number of Accounts1,794ACCOUNTS
Average Account Value$213,467
- 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)
AZ, CA, CO, IL, MI, MT, NC, NE, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA