Carolyn WilsonCRD Number: 1395727
Current Firm: Cuso Financial Services, LP
Carolyn Wilson (CRD# 1395727) is an Investment Advisor Representative working at Cuso Financial Services, LP in Sacramento, CA and has over 27 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Cuso Financial Services, LP||San Diego, CA||Jan 2013 - Current||3|
|Sorrento Pacific Financial, LLC||Sacramento, CA||Nov 2010 - Jan 2013||2|
|Unemployed||Sacramento, CA||Nov 2009 - Nov 2010||1|
|Chase Investment Services Corp.||Sacramento, CA||May 2009 - Nov 2009||< 1|
|Wm Financial Services||Sacramento, CA||Feb 2007 - May 2009||2|
|Xcu Capital Corporation||Carlsbad, CA||Dec 2005 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
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
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