James Armer, financial advisor San Antonio TX
56 score

James Armer

CRD Number: 5546609
Current Firm: Cuso Financial Services, LP

James Armer (CRD# 5546609) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Antonio, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Apr 2016 - Current < 1
Generations Federal Credit Union San Antonio, TX Apr 2016 - Current < 1
Bancwest Investment Services Albuquerque, NM Sep 2015 - Apr 2016 < 1
Bank Of The West Albuquerque, NM Sep 2015 - Apr 2016 < 1
Wells Fargo Advisors LLC Albuquerque, NM Apr 2011 - Aug 2015 4
Scottrade, Inc. Albuquerque, NM Nov 2010 - Apr 2011 < 1
Wells Fargo Investments, LLC Santa Fe, NM Apr 2008 - Nov 2010 2
Wells Fargo Bank, N.a. Albuquerque, NM Mar 2007 - Apr 2008 1
T-mobile Albuquerque, NM Jan 2006 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for James D. Armer
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
56

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