Amy Pomante, financial advisor Spokane Valley WA
88 score

Amy Pomante

CRD Number: 6319272
Current Firm: Cuso Financial Services, LP

Amy Pomante (CRD# 6319272) is an Investment Advisor Representative working at Cuso Financial Services, LP in Spokane Valley, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Apr 2014 - Current 2
Numerica Credit Union Spokane, WA Apr 2014 - Current 2
Daily Habit Spokane, WA Nov 2008 - Current 8
Numerica Credit Union Spokane, WA Sep 2013 - Apr 2014 < 1
Provident Funding Spokane, WA Mar 2013 - Sep 2013 < 1
Numerica Credit Union Spokane, WA Jul 2012 - Mar 2013 < 1
Whitworth University Spokane, WA Sep 2008 - May 2012 3
Flamin Joes Spokane, WA Jun 2011 - Aug 2011 < 1
High Country Orchard Green Bluff, WA Jun 2008 - Oct 2008 < 1
Mt Spokane High School Mead, WA Sep 2004 - Jun 2008 3
Baskin Robins Spokane, WA Jun 2007 - Sep 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Amy S. Pomante
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • WA
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
88
Clean Record
This advisor has a clean track record with regulators.

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