Timothy JohnsonCRD Number: 5933251
Current Firm: Cuso Financial Services, LP
Timothy Johnson (CRD# 5933251) is an Investment Advisor Representative working at Cuso Financial Services, LP in Raleigh, NC and has over 5 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Coastal Federal Credit Union||Raleigh, NC||Jul 2013 - Current||3|
|Cuso Financial Services, LP||San Diego, CA||Jul 2013 - Current||3|
|Credit Union Investment Services||Raleigh, NC||Jan 2012 - Jul 2013||1|
|Secu Brokerage Services||Raleigh, NC||Jun 2011 - Jul 2013||2|
|State Employees' Credit Union||Raleigh, NC||Aug 2002 - Jul 2013||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2012|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
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