Michael Thomason, financial advisor Plano TX
93 score

Michael Thomason

CRD Number: 5621368
Current Firm: Cuso Financial Services, LP

Michael Thomason (CRD# 5621368) is an Investment Advisor Representative working at Cuso Financial Services, LP in Plano, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Intouch Credit Union Plano, TX Jun 2014 - Current 2
Cuso Financial Services, LP San Diego, CA Jun 2014 - Current 2
Wells Fargo Advisors LLC Flower Mound, TX Jan 2013 - Jun 2014 1
Wells Fargo Bank Na Flower Mound, TX Mar 2012 - Jun 2014 2
Self Employed Trophy Club, TX Jun 2011 - Feb 2012 < 1
Scottrade, Inc. Southlake, TX Dec 2008 - Jun 2011 2
University Of Texas - Dallas Richardson, TX Jul 2008 - Jan 2010 1
Unemployed Trophy Club, TX Mar 2008 - Nov 2008 < 1
Academy Sports Grapevine, TX Jan 2008 - Feb 2008 < 1
At&t Fort Worth, TX Jul 2007 - Oct 2007 < 1
Amberton University Garland, TX Jun 2005 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2009
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Michael A. Thomason
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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