Gerlynbee BuencaminoCRD Number: 6155494
Current Firm: Cuso Financial Services, LP
Gerlynbee Buencamino (CRD# 6155494) 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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Cuso Financial Services, LP||San Diego, CA||Jan 2016 - Current||5|
|Redwood Credit Union||Santa Rosa, CA||Jan 2016 - Current||5|
|Jp Morgan Securities LLC||Santa Rosa, CA||Dec 2012 - Dec 2015||3|
|Jp Morgan Chase Bank||Santa Rosa, CA||Mar 2009 - Dec 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management3,508MILLIONS
Total Number of Accounts19,255ACCOUNTS
Average Account Value$182,173
- 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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