Ronald Barnette (CRD# 4542577) is an Investment Advisor Representative working at Cuso Financial Services in Hood River, OR and has over 21 years of experience in the finance industry. Ronald Barnette has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1823893
Raymond James Financial Services Advisors, Inc.
CRD# 4771578
Edward Jones
CRD# 3086309
Onedigital Investment Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Mar 2018 - Current | 6 |
| Fisher Investments | Camas, WA | Aug 2017 - Mar 2018 | < 1 |
| U.s. Bancorp Investments, Inc. | Portland, OR | Nov 2013 - Jul 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
- WA
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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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