Adam Fernance (CRD# 6326474) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 10 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Nov 2016 - Current | 7 |
| Transamerica Financial Advisors | Temecula, CA | Apr 2016 - Oct 2016 | < 1 |
| World Financial Group | Temecula, CA | Mar 2016 - Oct 2016 | < 1 |
| Unemployed | Fallbrook, CA | Nov 2015 - Mar 2016 | < 1 |
| Bank Of America, N.a. | San Diego, CA | Sep 2014 - Nov 2015 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rancho Bernado, CA | Apr 2014 - Oct 2015 | 1 |
| Paragon 1 Solutions P/l | Gold Coast, | Apr 2012 - Apr 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
| S63 | Uniform Securities State Law Examination | Jun 2013 |
- AZ
- CA
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Total Assets Under Management4,083MILLIONS
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Total Number of Accounts25,992ACCOUNTS
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Average Account Value$157,079
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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