Colm Bailey, financial advisor San Diego CA
93 score

Colm Bailey

CRD Number: 5431512
Current Firm: Cuso Financial Services, LP

Colm Bailey (CRD# 5431512) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA 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 May 2014 - Current 2
Cuna Mutual Group Waverly, IA Jul 2012 - May 2014 1
Cuna Brokerage Services, Inc. Waverly, IA Jul 2012 - May 2014 1
Wfg Investments Inc. Charleston, SC Aug 2010 - Jun 2012 1
Morgan Stanley Smith Barney Charleston, SC Dec 2009 - Aug 2010 < 1
Tommy Condons Inc. Charleston, SC Mar 2009 - Dec 2009 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Charleson, SC Oct 2007 - Feb 2009 1
Tommy Condons Inc. Charleston, SC Oct 2002 - Sep 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Colm F. Bailey
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • SC
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
93
Clean Record
This advisor has a clean track record with regulators.

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