Timothy Johnson, financial advisor Raleigh NC
90 score

Timothy Johnson

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Timothy S. Johnson
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • NC
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
90
Clean Record
This advisor has a clean track record with regulators.

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