Matthew WilliamsCRD Number: 4511575
Current Firm: Cuso Financial Services, LP
Matthew Williams (CRD# 4511575) is an Investment Advisor Representative working at Cuso Financial Services, LP in Sylvania, OH and has over 15 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Cuso Financial Services, LP||San Diego, CA||Nov 2015 - Current||1|
|Pruco Securities LLC||Maumee, OH||Feb 2007 - Nov 2015||8|
|Prudential Insurance Company Of America||Maumee, OH||Feb 2007 - Nov 2015||8|
|Oberlin Financial Corp||Bryan, OH||Feb 2005 - Feb 2007||2|
|Hylant Financial||Toledo, OH||Feb 2005 - Feb 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
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