Spencer TaggartCRD Number: 6728254
Current Firm: Cuso Financial Services, LP
Spencer Taggart (CRD# 6728254) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 3 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||Nov 2016 - Current||5|
|America First Credit Union||Layton, UT||Nov 2015 - Nov 2016||1|
|Weber State University||Ogden, UT||Aug 2011 - Nov 2015||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2018|
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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