Scott HallCRD Number: 6101133
Current Firm: Cuso Financial Services, LP
Scott Hall (CRD# 6101133) is an Investment Advisor Representative working at Cuso Financial Services, LP in Tacoma, WA and has over 3 years of experience in the finance industry.
Brighton Jones LLC
Byrne & Company Wealth Management, LLC
Northern Lights Advisors, Inc.
|Cuso Financial Services, LP||San Diego, CA||Sep 2014 - Current||2|
|Unemployed||San Diego, CA||May 2014 - Sep 2014||< 1|
|Edward Jones||St Louis, MO||Jan 2013 - May 2014||1|
|Edward Jones||Tempe, AZ||Aug 2012 - Nov 2012||< 1|
|University Of Washington||Tacoma, WA||Sep 2010 - Aug 2012||1|
|Pierce Community College||Puyallup, WA||Jan 2009 - Sep 2010||1|
|Ivars Inc.||Seattle, WA||Apr 2007 - Jan 2009||1|
|Olympus Ndt||Kent, WA||Sep 2005 - Jan 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.