Paul MeldrumCRD Number: 1138019
Current Firm: Cuso Financial Services, LP
Paul Meldrum (CRD# 1138019) is an Investment Advisor Representative working at Cuso Financial Services, LP in Sandy, UT and has over 33 years of experience in the finance industry.
Brighton Wealth Management, Inc.
|Cuso Financial Services, LP||San Diego, CA||Jan 2015 - Current||1|
|Cuna Mutual Group||Waverly, IA||Oct 2008 - Jan 2015||6|
|Cuna Brokerage Services, Inc.||Waverly, IA||Oct 2008 - Jan 2015||6|
|Investor Game Plan, LLC||Taylorsville, UT||Dec 2007 - Oct 2008||< 1|
|Td Waterhouse||Salt Lake City, UT||Sep 2003 - Nov 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
|S65||NASAA Investment Advisors Law Examination||Oct 1997|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- 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
- Selection of other advisers (including private fund managers)
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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